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KLCM ADVISORS, INC.

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MILWAUKEE WI Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

Klcm Advisors is based out of Milwaukee. Klcm Advisors is a large advisory firm with 605 clients and discretionary assets under management (AUM) of $1,245,254,051 (Form ADV from 2024-03-15). Their last reported 13F filing for Q1 2024 included $778,822,064 in managed 13F securities and a top 10 holdings concentration of 47.85%. Klcm Advisors's largest holding is NVIDIA Corp. with shares held of 164,709. Whalewisdom has at least 93 13F filings

2024-03-31

Top Buys (13F)

2024-03-31

Top Sells (13F)

2024-03-31

13F Holdings Summary

Name $ Change
NVDA NVIDIA Corp. 19.11%
C Citigroup, Inc. 4.07%
ATI Allegheny Technologi 3.96%
BA Boeing Company 3.16%
WFC Wells Fargo & Co. ( 3.15%

2024-03-31

13F Activity

Market Value $0.78b, Prior: $0.65b
Inflows (Outflows) as % of Total MV +3.4006%
New Purchases 11 stocks
Added To 60 stocks
Sold out of 6 stocks
Reduced holdings in 58 stocks
Top 10 Holdings % 47.85%
Turnover %[1] 10.12%
Turnover Alt %[2] 5.35%
Time Held Top 20 12.8 quarters
Time Held Top 10 8.5 quarters
Time Held All 20.8 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2024-03-31

13F Sector Allocation Over Time

2024-03-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2024-03-31

Portfolio Performance