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
$343M
AUM Growth
-$8.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$7.42M
2 +$5.32M
3 +$498K
4
KMI icon
Kinder Morgan
KMI
+$473K
5
SWBI icon
Smith & Wesson
SWBI
+$387K

Top Sells

1 +$6.81M
2 +$5.34M
3 +$3.49M
4
ORCL icon
Oracle
ORCL
+$1.62M
5
MET icon
MetLife
MET
+$1.42M

Sector Composition

1 Financials 20.41%
2 Technology 17.71%
3 Healthcare 17.29%
4 Industrials 13.59%
5 Communication Services 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-10,499