K

Kemper Portfolio holdings

AUM $1.2M
1-Year Est. Return 20.64%
This Quarter Est. Return
1 Year Est. Return
+20.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$302M
AUM Growth
+$4.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$15.6M
3
+$5.42M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.1M
5
NVS icon
Novartis
NVS
+$813K

Top Sells

1
+$48.2M

Sector Composition

1 Consumer Staples 13.82%
2 Energy 13.47%
3 Financials 5.78%
4 Healthcare 5.21%
5 Technology 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.04M 1.01%
33,923
27
$3M 0.99%
36,000
28
$2.69M 0.89%
42,000
29
$2.68M 0.89%
60,000
30
$2.67M 0.88%
85,000
31
$2.67M 0.88%
49,600
32
$2.53M 0.84%
39,865
33
$2.16M 0.72%
18,000
34
$2.02M 0.67%
50,000
35
$1.99M 0.66%
60,000
36
$1.99M 0.66%
60,000
37
$1.83M 0.61%
80,000
38
$1.76M 0.58%
6,500
39
$1.67M 0.55%
36,680
40
$1.59M 0.53%
27,500
41
$1.58M 0.52%
70,000
+16,000
42
$1.56M 0.52%
14,000
43
$1.5M 0.5%
21,400
44
$1.49M 0.49%
28,333
45
$1.47M 0.49%
11,600
46
$1.28M 0.42%
12,972
47
$1.14M 0.38%
67,200
48
$1.1M 0.36%
15,959
+11,830
49
$851K 0.28%
34,500
50
$742K 0.25%
11,500
1
2
3