KA

KLCM Advisors Portfolio holdings

AUM $941M
1-Year Est. Return 21.32%
This Quarter Est. Return
1 Year Est. Return
+21.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$289M
AUM Growth
+$1.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1 +$6.18M
2 +$6.12M
3 +$5.77M
4
ATI icon
ATI
ATI
+$1.74M
5
VZ icon
Verizon
VZ
+$1.38M

Top Sells

1 +$15.6M
2 +$6.53M
3 +$663K
4
BLUE
bluebird bio
BLUE
+$499K
5
BA icon
Boeing
BA
+$404K

Sector Composition

1 Financials 25.03%
2 Consumer Discretionary 18.62%
3 Industrials 15.7%
4 Technology 14.84%
5 Healthcare 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-6,497
77
-3,228
78
-17,400
79
-1,300
80
-11,600