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
$245M
AUM Growth
-$75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$17.8M
3
+$4.94M

Top Sells

1
+$18.1M
2
+$14.5M
3
+$4.72M
4
PM icon
Philip Morris
PM
+$4.57M
5
CVX icon
Chevron
CVX
+$3.44M

Sector Composition

1 Financials 1.51%
2 Consumer Discretionary 0.08%
3 Utilities 0%
4 Communication Services 0%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-12,500
52
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-21,200
53
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-35,000
54
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-10,000
55
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-25,250
56
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-15,000
57
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-65,100
58
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-55,550
59
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-11,000
60
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-655
61
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-13,333
62
– –
-28,428
63
– –
-7,050
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3