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
$317M
AUM Growth
-$6.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$217K

Top Sells

1
+$2.81M

Sector Composition

1 Consumer Staples 14.78%
2 Energy 14.14%
3 Financials 6.31%
4 Healthcare 6.2%
5 Technology 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.45M 1.09%
68,999
27
$3.29M 1.04%
129,000
28
$3.13M 0.99%
33,923
29
$3.07M 0.97%
31,000
30
$2.96M 0.93%
50,000
31
$2.91M 0.92%
85,000
32
$2.91M 0.92%
39,865
33
$2.79M 0.88%
80,000
34
$2.63M 0.83%
42,000
35
$2.5M 0.79%
60,000
36
$2.38M 0.75%
50,000
37
$2.32M 0.73%
18,000
38
$2.24M 0.71%
27,500
39
$2.13M 0.67%
6,500
40
$2.08M 0.65%
36,680
41
$2.01M 0.63%
14,000
42
$1.96M 0.62%
60,000
43
$1.88M 0.59%
70,000
44
$1.8M 0.57%
+16,200
45
$1.69M 0.53%
67,200
46
$1.6M 0.5%
21,400
47
$1.6M 0.5%
28,333
48
$1.56M 0.49%
12,972
49
$1.43M 0.45%
34,500
50
$1.41M 0.44%
13,000
+2,000
1
2
3