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
$130M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$3.41M
2 +$1.36M
3 +$848K
4
WFC icon
Wells Fargo
WFC
+$512K
5
BMY icon
Bristol-Myers Squibb
BMY
+$432K

Top Sells

1 +$713K
2 +$397K
3 +$284K
4
ROKU icon
Roku
ROKU
+$237K
5
GOOS
Canada Goose Holdings
GOOS
+$232K

Sector Composition

1 Consumer Staples 21.44%
2 Financials 13.25%
3 Technology 13.19%
4 Consumer Discretionary 8.98%
5 Industrials 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-11,124
102
-2,172