Pricing

KLCM ADVISORS, INC.

0 followers ·
MILWAUKEE WI Investment Advisor
13F Summary

Subscription Required

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 534 clients and discretionary assets under management (AUM) of $973,996,676 (Form ADV from 2023-03-23). Their last reported 13F filing for Q4 2023 included $647,674,485 in managed 13F securities and a top 10 holdings concentration of 42.53%. Klcm Advisors's largest holding is NVIDIA Corp. with shares held of 149,960. Whalewisdom has at least 92 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
NVDA NVIDIA Corp. 11.47%
BA Boeing Company 4.67%
ATI Allegheny Technologi 4.49%
C Citigroup, Inc. 3.97%
WFC Wells Fargo & Co. ( 3.31%

2023-12-31

13F Activity

Market Value $0.65b, Prior: $0.53b
New Purchases 21 stocks
Added To 55 stocks
Sold out of 4 stocks
Reduced holdings in 56 stocks
Top 10 Holdings % 42.53%
Turnover %[1] 15.92%
Turnover Alt %[2] 7.45%
Time Held Top 20 12.95 quarters
Time Held Top 10 10.2 quarters
Time Held All 20.64 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.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance