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
$441M
AUM Growth
+$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1 +$7.47M
2 +$6.63M
3 +$6.54M
4
CMCSA icon
Comcast
CMCSA
+$6.52M
5
BA icon
Boeing
BA
+$2.07M

Top Sells

1 +$12.3M
2 +$9.24M
3 +$8.81M
4
JPM icon
JPMorgan Chase
JPM
+$7.62M
5
GM icon
General Motors
GM
+$3.02M

Sector Composition

1 Financials 19.96%
2 Industrials 19.18%
3 Healthcare 15.99%
4 Technology 15.72%
5 Communication Services 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$43K 0.01%
10,000
102
-20,000
103
-704,060
104
-129,920
105
-7,031
106
-80,000