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
$185M
AUM Growth
-$54.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$905K
3
+$711K
4
RH icon
RH
RH
+$709K
5
GS icon
Goldman Sachs
GS
+$548K

Top Sells

1
+$2.25M
2
+$2.2M
3
+$2.15M
4
DOW icon
Dow Inc
DOW
+$1.29M
5
SO icon
Southern Company
SO
+$1.17M

Sector Composition

1 Technology 17.39%
2 Consumer Staples 15.53%
3 Financials 11.97%
4 Industrials 9.77%
5 Consumer Discretionary 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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