K
Kemper Portfolio holdings
AUM
$1.2M
This Quarter Return
+4.98%
1 Year Return
+20.64%
3 Year Return
-28.63%
5 Year Return
-7.2%
10 Year Return
+22.26%
AUM
$323M
AUM Growth
+$323M
(-2.8%)
Cap. Flow
-$22.4M
Cap. Flow
% of AUM
-6.93%
Top 10 Holdings %
Top 10 Hldgs %
56.34%
Holding
59
New
–
Increased
2
Reduced
1
Closed
1
Top Buys
| 1 |
Apple
AAPL
|
$1.34M |
| 2 |
Union Pacific
UNP
|
$798K |
Top Sells
| 1 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$24.4M |
| 2 |
OCSI
Oaktree Strategic Income Corporation
OCSI
|
$140K |
Sector Composition
| 1 | Energy | 14.56% |
| 2 | Consumer Staples | 13.71% |
| 3 | Financials | 7.56% |
| 4 | Healthcare | 6.18% |
| 5 | Technology | 4.14% |
