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
$314M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1 +$6.5M
2 +$686K
3 +$537K
4
WFC icon
Wells Fargo
WFC
+$521K
5
AAPL icon
Apple
AAPL
+$481K

Top Sells

1 +$891K
2 +$783K
3 +$741K
4
JCI icon
Johnson Controls International
JCI
+$725K
5
WMT icon
Walmart
WMT
+$712K

Sector Composition

1 Financials 25.29%
2 Consumer Discretionary 19.17%
3 Industrials 16.42%
4 Technology 13.94%
5 Energy 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-93,100
77
-9,718
78
-1,306
79
-18,851
80
$0 ﹤0.01%
10,000
-10,000
81
-10,000