KFBMI

Kentucky Farm Bureau Mutual Insurance Portfolio holdings

AUM $329M
1-Year Est. Return 25.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$329M
AUM Growth
-$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1 +$4.61M
2 +$3.95M
3 +$3.93M
4
C icon
Citigroup
C
+$2.92M
5
COF icon
Capital One
COF
+$2.71M

Top Sells

1 +$45.7M
2 +$3.92M

Sector Composition

1 Technology 12.25%
2 Industrials 11.73%
3 Financials 11.69%
4 Healthcare 10.38%
5 Consumer Staples 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ABBV icon
26
AbbVie
ABBV
$381B
$3.7M 1.12%
17,000
MPC icon
27
Marathon Petroleum
MPC
$73B
$3.66M 1.11%
15,000
COST icon
28
Costco
COST
$467B
$3.62M 1.1%
3,637
AXP icon
29
American Express
AXP
$211B
$3.54M 1.08%
+11,713
AMGN icon
30
Amgen
AMGN
$182B
$3.52M 1.07%
10,000
UNH icon
31
UnitedHealth
UNH
$348B
$3.52M 1.07%
13,000
TJX icon
32
TJX Companies
TJX
$174B
$3.51M 1.07%
21,971
TMO icon
33
Thermo Fisher Scientific
TMO
$167B
$3.44M 1.04%
7,000
SPGI icon
34
S&P Global
SPGI
$123B
$3.4M 1.03%
8,000
AEP icon
35
American Electric Power
AEP
$70.5B
$3.28M 1%
25,000
MCD icon
36
McDonald's
MCD
$202B
$3.11M 0.94%
10,000
XOM icon
37
Exxon Mobil
XOM
$643B
$3.05M 0.93%
18,000
CRM icon
38
Salesforce
CRM
$144B
$2.99M 0.91%
16,000
C icon
39
Citigroup
C
$213B
$2.91M 0.88%
+25,630
BX icon
40
Blackstone
BX
$145B
$2.87M 0.87%
25,000
CHDN icon
41
Churchill Downs
CHDN
$5.98B
$2.87M 0.87%
32,000
LOW icon
42
Lowe's Companies
LOW
$122B
$2.66M 0.81%
11,264
HSY icon
43
Hershey
HSY
$38.8B
$2.6M 0.79%
12,500
FANG icon
44
Diamondback Energy
FANG
$56.6B
$2.49M 0.76%
12,608
COF icon
45
Capital One
COF
$115B
$2.36M 0.72%
+12,960
ELV icon
46
Elevance Health
ELV
$84.4B
$2.34M 0.71%
8,000
PEP icon
47
PepsiCo
PEP
$203B
$2.33M 0.71%
15,000
MCHP icon
48
Microchip Technology
MCHP
$49.2B
$2.33M 0.71%
36,000
AVGO icon
49
Broadcom
AVGO
$1.95T
$2.32M 0.71%
7,505
HD icon
50
Home Depot
HD
$312B
$2.3M 0.7%
7,000