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
51
$879K 0.29%
11,500
52
$366K 0.12%
7,026
53
$265K 0.09%
250
54
$71K 0.02%
4,425
55
$3K ﹤0.01%
118