KLCM

KG&L Capital Management Portfolio holdings

AUM $339M
1-Year Est. Return 13.51%
This Quarter Est. Return
1 Year Est. Return
+13.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$100M
AUM Growth
-$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$1.78M
2 +$1.51M
3 +$854K
4
VZ icon
Verizon
VZ
+$746K
5
BA icon
Boeing
BA
+$642K

Top Sells

1 +$1.52M
2 +$1.04M
3 +$496K
4
XOM icon
Exxon Mobil
XOM
+$468K
5
BABA icon
Alibaba
BABA
+$416K

Sector Composition

1 Consumer Staples 26.04%
2 Technology 12.33%
3 Financials 9.84%
4 Consumer Discretionary 8.28%
5 Industrials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-11,211