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K

Kemper Portfolio holdings

AUM $1.2M
1-Year Est. Return 20.64%
This Fund
S&P 500
This Quarter Est. Return
-0.94%
1 Year Est. Return
+20.64%
3 Year Est. Return
-28.63%
5 Year Est. Return
-7.2%
10 Year Est. Return
+22.3%
AUM
$294K
AUM Growth
-$89K
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
1
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HMN icon
1
Horace Mann Educators
HMN
$2.08B
$294K 100%
10,000
– –

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Kemper's Q3 2023 Portfolio in Review

As of Q3 2023, Kemper held 1 position worth $294K, down 23% from $383K the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q3 2023: portfolio turnover was 0%. Kemper opened no new positions and made no exits, leaving the 1-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 100% of assets, unchanged from a quarter earlier.

  • Kemper's ten largest holdings make up 100% of its $294K portfolio in Q3 2023.
  • Kemper opened 0 new positions and closed 0 in Q3 2023.
  • Kemper's portfolio value fell 23% quarter-over-quarter to $294K.

Based on Kemper's 13F filing for Q3 2023, filed 13 Nov 2023.