KCM

KSA Capital Management Portfolio holdings

AUM $10.3M
1-Year Est. Return 2.76%
This Quarter Est. Return
1 Year Est. Return
+2.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
+$341K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$6.34M
2 +$1.18M
3 +$817K
4
BKD icon
Brookdale Senior Living
BKD
+$755K
5
ARCB icon
ArcBest
ARCB
+$738K

Top Sells

1 +$3.37M
2 +$2.2M
3 +$1.82M
4
PBI icon
Pitney Bowes
PBI
+$1.56M
5
PNR icon
Pentair
PNR
+$1.53M

Sector Composition

1 Materials 38.42%
2 Consumer Discretionary 19.1%
3 Consumer Staples 18.79%
4 Industrials 10.77%
5 Communication Services 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
0