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
51
$1.9M 0.8%
15,000
52
$1.87M 0.79%
20,000
+5,000
53
$1.84M 0.78%
10,000
54
$1.84M 0.78%
25,000
55
$1.75M 0.74%
22,000
56
$1.74M 0.73%
16,500
57
$1.51M 0.64%
7,000
-4,000
58
$1.45M 0.61%
10,610
-3,183
59
$1.4M 0.59%
22,000
-8,000
60
$1.38M 0.58%
20,000
61
$1.35M 0.57%
60,000
62
$1.3M 0.55%
15,000
63
$1.24M 0.52%
10,000
64
$1.21M 0.51%
52,960
65
$997K 0.42%
22,300
66
$975K 0.41%
23,958
67
$911K 0.38%
13,000
68
$894K 0.38%
20,000
-10,000
69
$889K 0.38%
+40,000
70
$829K 0.35%
15,000
-10,000
71
$748K 0.32%
20,000
-10,000
72
$599K 0.25%
+15,000
73
$569K 0.24%
+10,000
74
$529K 0.22%
+10,000
75
$337K 0.14%
12,000
-3,000
1 2
3
4