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
$320M
AUM Growth
-$6.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M

Top Sells

1
+$8.35M
2
+$1.47M

Sector Composition

1 Consumer Staples 7.06%
2 Energy 6.01%
3 Healthcare 3.31%
4 Financials 2.74%
5 Technology 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.86M 0.58%
12,134
27
$1.78M 0.56%
65,100
28
$1.77M 0.55%
30,300
29
$1.74M 0.54%
21,200
30
$1.73M 0.54%
27,750
31
$1.65M 0.51%
4,500
32
$1.51M 0.47%
17,650
33
$1.41M 0.44%
15,959
34
$1.4M 0.44%
30,300
35
$1.4M 0.44%
+28,428
36
$1.36M 0.43%
9,729
37
$1.33M 0.42%
11,000
38
$1.27M 0.4%
13,000
39
$1.25M 0.39%
15,650
40
$1.21M 0.38%
11,500
41
$1.2M 0.37%
16,428
42
$1.16M 0.36%
13,333
43
$1.08M 0.34%
10,000
44
$1.08M 0.34%
29,500
45
$1.06M 0.33%
7,050
46
$1.01M 0.32%
18,497
47
$1M 0.31%
32,000
48
$1M 0.31%
8,200
49
$997K 0.31%
35,300
50
$983K 0.31%
12,500
1
2
3