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
$323M
AUM Growth
-$9.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$499K

Top Sells

1
+$24.4M
2
+$140K

Sector Composition

1 Energy 14.56%
2 Consumer Staples 13.71%
3 Financials 7.56%
4 Healthcare 6.18%
5 Technology 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.53M 1.09%
68,999
27
$3.39M 1.05%
60,000
28
$3.37M 1.04%
31,000
29
$3.33M 1.03%
33,923
30
$3.23M 1%
129,000
31
$3.2M 0.99%
85,000
32
$2.77M 0.86%
39,865
33
$2.47M 0.77%
80,000
34
$2.45M 0.76%
60,000
35
$2.43M 0.75%
42,000
36
$2.39M 0.74%
18,000
37
$2.39M 0.74%
50,000
38
$2.21M 0.68%
27,500
39
$2.19M 0.68%
60,000
40
$2.08M 0.64%
6,500
41
$2.06M 0.64%
14,000
42
$2.02M 0.63%
36,680
43
$1.88M 0.58%
70,000
44
$1.7M 0.53%
28,333
45
$1.59M 0.49%
21,400
46
$1.56M 0.48%
67,200
47
$1.54M 0.48%
12,972
48
$1.48M 0.46%
11,600
49
$1.29M 0.4%
15,959
50
$1.25M 0.39%
34,500
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