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
$332M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$21.1M
3
+$746K
4
UNP icon
Union Pacific
UNP
+$563K
5
GILD icon
Gilead Sciences
GILD
+$248K

Top Sells

1
+$29.2M

Sector Composition

1 Energy 13%
2 Consumer Staples 12.73%
3 Financials 7.05%
4 Healthcare 5.57%
5 Technology 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$48.5M 14.6%
258,000
+112,000
2
$32.6M 9.79%
+190,000
3
$24.4M 7.33%
446,934
4
$16.4M 4.93%
244,000
5
$14.9M 4.48%
600,000
6
$13.5M 4.06%
520,000
7
$12.3M 3.69%
741,225
8
$10.7M 3.23%
110,000
9
$9.82M 2.95%
120,000
10
$8.77M 2.64%
75,000
-250,000
11
$7.73M 2.33%
200,000
12
$7.73M 2.32%
65,000
13
$7.17M 2.16%
130,000
14
$6.38M 1.92%
65,000
15
$5.75M 1.73%
400,000
16
$5.2M 1.56%
150,000
17
$5.2M 1.56%
53,000
18
$5.15M 1.55%
127,000
19
$4.87M 1.46%
60,400
20
$4.49M 1.35%
120,000
21
$4.43M 1.33%
24,058
22
$4.15M 1.25%
35,913
23
$3.88M 1.17%
64,000
24
$3.87M 1.16%
55,000
25
$3.76M 1.13%
45,000
1
2 3