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
$215M
AUM Growth
+$5.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.41M
3
+$953K
4
FMC icon
FMC
FMC
+$856K
5
CAT icon
Caterpillar
CAT
+$747K

Top Sells

1
+$1.96M
2
+$1.31M
3
+$901K
4
UNH icon
UnitedHealth
UNH
+$720K
5
BA icon
Boeing
BA
+$688K

Sector Composition

1 Industrials 10.5%
2 Healthcare 10.3%
3 Technology 9.64%
4 Financials 9.57%
5 Consumer Discretionary 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.31M 1.07%
22,000
27
$2.27M 1.06%
15,000
28
$2.25M 1.05%
40,000
29
$2.24M 1.04%
34,000
30
$2.23M 1.04%
16,500
31
$2.18M 1.02%
16,000
32
$2.14M 1%
30,000
33
$2.13M 0.99%
35,000
34
$2.13M 0.99%
80,000
35
$2.1M 0.98%
30,000
36
$2.1M 0.98%
22,000
-3,000
37
$2.09M 0.97%
10,000
38
$2M 0.93%
20,000
39
$1.97M 0.92%
22,560
40
$1.97M 0.92%
11,960
41
$1.95M 0.91%
8,000
42
$1.94M 0.9%
+80,000
43
$1.93M 0.9%
10,000
44
$1.93M 0.9%
33,240
45
$1.9M 0.89%
8,000
46
$1.89M 0.88%
27,214
47
$1.88M 0.88%
22,000
48
$1.88M 0.88%
13,000
49
$1.88M 0.87%
22,000
50
$1.87M 0.87%
13,000
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