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
$403M
AUM Growth
+$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1 +$10.2M
2 +$6.19M
3 +$5.55M
4
BA icon
Boeing
BA
+$3.78M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.7M

Top Sells

1 +$13.2M
2 +$7.01M
3 +$5.5M
4
CTSH icon
Cognizant
CTSH
+$4.21M
5
ATI icon
ATI
ATI
+$3.03M

Sector Composition

1 Financials 20.23%
2 Industrials 16.86%
3 Healthcare 15.68%
4 Technology 15.56%
5 Communication Services 12.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-382,465
102
-10,000
103
-10,000