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
$305M
AUM Growth
+$3.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$23K

Top Sells

1
+$14.9M
2
+$454K

Sector Composition

1 Consumer Staples 14.48%
2 Energy 14.21%
3 Financials 7.5%
4 Healthcare 5.64%
5 Technology 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.31M 1.08%
68,999
27
$3.17M 1.04%
60,000
28
$3.09M 1.01%
33,923
29
$3M 0.98%
85,000
30
$2.87M 0.94%
50,000
+400
31
$2.83M 0.93%
39,865
32
$2.81M 0.92%
31,000
-5,000
33
$2.66M 0.87%
42,000
34
$2.34M 0.77%
18,000
35
$2.3M 0.75%
60,000
36
$2.26M 0.74%
60,000
37
$2.2M 0.72%
50,000
38
$2.12M 0.7%
27,500
39
$2.08M 0.68%
80,000
40
$2.06M 0.67%
6,500
41
$1.9M 0.62%
14,000
42
$1.82M 0.6%
70,000
43
$1.75M 0.57%
36,680
44
$1.61M 0.53%
21,400
45
$1.54M 0.5%
11,600
46
$1.53M 0.5%
28,333
47
$1.35M 0.44%
67,200
48
$1.34M 0.44%
12,972
49
$1.15M 0.38%
15,959
50
$1.04M 0.34%
34,500
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