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
$172M
AUM Growth
+$3.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
20
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$2.52M
3
+$32.2K
4
HWM icon
Howmet Aerospace
HWM
+$32K

Top Sells

1
+$12.7M
2
+$43.9K

Sector Composition

1 Financials 1.9%
2 Industrials 0.1%
3 Consumer Discretionary 0.08%
4 Materials 0.01%
5 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$73.4M 42.79%
636,308
-109,914
2
$14.1M 8.21%
244,000
3
$14M 8.14%
62,066
4
$12.9M 7.53%
1,429,506
5
$12.6M 7.37%
56,523
6
$11.7M 6.82%
56,975
+12,290
7
$10.2M 5.97%
+1,153,680
8
$8.79M 5.12%
75,000
9
$5.37M 3.13%
104,602
10
$4.54M 2.65%
127,000
11
$2.96M 1.72%
38,123
+415
12
$300K 0.17%
7,026
13
$289K 0.17%
250
14
$141K 0.08%
3,321
15
$136K 0.08%
60,370
16
$32K 0.02%
+2,230
17
$24K 0.01%
4,425
18
$16K 0.01%
570
-1,565
19
$1K ﹤0.01%
118
20
– –
0