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
76
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82
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83
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84
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85
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-53,400
86
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-10,000
1 2 3
4