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
$237M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$743K
2
+$659K
3
+$626K
4
WMT icon
Walmart Inc
WMT
+$617K
5
OTIS icon
Otis Worldwide
OTIS
+$518K

Top Sells

1
+$1.89M
2
+$1.79M
3
+$1.46M
4
UPS icon
United Parcel Service
UPS
+$1.4M
5
RTN
Raytheon Company
RTN
+$1.31M

Sector Composition

1 Healthcare 11.62%
2 Consumer Discretionary 10.87%
3 Technology 9.4%
4 Financials 8.67%
5 Consumer Staples 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.95M 1.25%
15,000
27
$2.91M 1.23%
75,000
28
$2.86M 1.21%
15,000
29
$2.84M 1.2%
50,000
30
$2.83M 1.19%
22,000
31
$2.79M 1.18%
25,000
32
$2.74M 1.16%
30,000
33
$2.69M 1.14%
38,000
34
$2.63M 1.11%
28,000
35
$2.52M 1.07%
80,000
36
$2.48M 1.05%
27,000
37
$2.45M 1.04%
33,240
38
$2.36M 1%
10,000
39
$2.29M 0.97%
23,000
+3,000
40
$2.23M 0.94%
25,000
41
$2.21M 0.93%
13,000
42
$2.18M 0.92%
55,000
43
$2.15M 0.91%
42,000
44
$2.1M 0.89%
8,000
45
$2.08M 0.88%
90,000
+10,000
46
$2.01M 0.85%
40,000
47
$1.98M 0.84%
47,214
48
$1.98M 0.84%
15,000
+5,000
49
$1.98M 0.83%
6,000
50
$1.92M 0.81%
38,000
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