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
$302M
AUM Growth
+$4.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$15.6M
3
+$5.42M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.1M
5
NVS icon
Novartis
NVS
+$813K

Top Sells

1
+$48.2M

Sector Composition

1 Consumer Staples 13.82%
2 Energy 13.47%
3 Financials 5.78%
4 Healthcare 5.21%
5 Technology 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.9M 12.22%
325,000
-425,000
2
$29.6M 9.81%
1,200,000
3
$24.7M 8.17%
+146,000
4
$24.1M 7.99%
446,934
5
$15.6M 5.16%
+244,000
6
$13.1M 4.35%
520,000
7
$12M 3.98%
741,225
8
$10.4M 3.44%
120,000
9
$9.46M 3.13%
110,000
10
$7.9M 2.62%
65,000
11
$7.58M 2.51%
200,000
12
$6.85M 2.27%
130,000
13
$5.63M 1.87%
65,000
14
$5.42M 1.79%
+400,000
15
$5.1M 1.69%
53,000
16
$5.1M 1.69%
+127,000
17
$4.58M 1.52%
150,000
18
$4.57M 1.51%
60,400
19
$4.26M 1.41%
24,058
20
$4.12M 1.37%
120,000
21
$3.82M 1.27%
55,000
22
$3.58M 1.18%
45,000
23
$3.44M 1.14%
68,999
24
$3.31M 1.1%
64,000
25
$3.18M 1.05%
129,000
1
2 3