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
51
$1.1M 0.34%
11,000
+5,000
52
$986K 0.31%
11,500
53
$788K 0.24%
15,000
54
$321K 0.1%
7,026
55
$293K 0.09%
250
56
$290K 0.09%
3,500
57
$74K 0.02%
4,425
58
$4K ﹤0.01%
118
59
-446,934