KLCM

KG&L Capital Management Portfolio holdings

AUM $364M
1-Year Est. Return 18.66%
This Quarter Est. Return
1 Year Est. Return
+18.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$248M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.36M
3
+$1.21M
4
PYPL icon
PayPal
PYPL
+$1.05M
5
AMZN icon
Amazon
AMZN
+$707K

Top Sells

1
+$1.56M
2
+$1.5M
3
+$1.41M
4
AAPL icon
Apple
AAPL
+$1.32M
5
CRM icon
Salesforce
CRM
+$1.23M

Sector Composition

1 Technology 19.41%
2 Consumer Staples 16.06%
3 Financials 12.21%
4 Industrials 9.09%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$411K 0.17%
9,355
+1,300
102
$407K 0.16%
3,050
103
$398K 0.16%
2,389
-103
104
$393K 0.16%
1,006
105
$384K 0.15%
6,354
+294
106
$375K 0.15%
+278
107
$370K 0.15%
4,354
-100
108
$369K 0.15%
5,454
+592
109
$361K 0.15%
6,165
+58
110
$357K 0.14%
+2,340
111
$355K 0.14%
1,517
-529
112
$348K 0.14%
6,216
113
$336K 0.14%
3,624
-570
114
$334K 0.13%
1,246
+37
115
$324K 0.13%
+2,142
116
$320K 0.13%
5,901
-450
117
$310K 0.13%
+3,551
118
$308K 0.12%
2,911
+67
119
$307K 0.12%
6,084
+395
120
$296K 0.12%
15,913
-10,033
121
$294K 0.12%
7,812
-11,536
122
$293K 0.12%
+6,234
123
$283K 0.11%
+2,405
124
$278K 0.11%
7,116
+2
125
$273K 0.11%
+1,253
3 4
5
6 7