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
$207M
AUM Growth
-$1.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.17M
3
+$1.13M
4
RTX icon
RTX Corp
RTX
+$892K
5
BA icon
Boeing
BA
+$860K

Top Sells

1
+$1.08M
2
+$1.02M
3
+$901K
4
AMGN icon
Amgen
AMGN
+$797K
5
META icon
Meta Platforms (Facebook)
META
+$427K

Sector Composition

1 Technology 17.3%
2 Financials 14.53%
3 Consumer Staples 11.83%
4 Consumer Discretionary 7.81%
5 Industrials 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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