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
$392M
AUM Growth
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1 +$2.81M
2 +$2.21M
3 +$2.21M
4
KMI icon
Kinder Morgan
KMI
+$1.56M
5
MOD icon
Modine Manufacturing
MOD
+$1.31M

Top Sells

1 +$7.16M
2 +$7.04M
3 +$3.85M
4
C icon
Citigroup
C
+$393K
5
UPS icon
United Parcel Service
UPS
+$364K

Sector Composition

1 Financials 20.77%
2 Industrials 14.81%
3 Healthcare 14.59%
4 Technology 14.47%
5 Communication Services 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-52,380
102
-4,500
103
-16,571