KIM

Kestra Investment Management Portfolio holdings

AUM $4.09B
1-Year Est. Return 15.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.49B
AUM Growth
+$3.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
995
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.81%
2 Financials 1.73%
3 Healthcare 1.2%
4 Communication Services 1.17%
5 Consumer Discretionary 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$56.4K ﹤0.01%
672
552
$56.2K ﹤0.01%
620
+310
553
$55.2K ﹤0.01%
176
554
$54.8K ﹤0.01%
836
555
$54.2K ﹤0.01%
157
556
$52.8K ﹤0.01%
218
557
$52.5K ﹤0.01%
580
558
$51.5K ﹤0.01%
470
559
$51.2K ﹤0.01%
348
560
$51.1K ﹤0.01%
1,316
+658
561
$48.1K ﹤0.01%
+1,550
562
$47.6K ﹤0.01%
154
563
$47.4K ﹤0.01%
584
+254
564
$46.3K ﹤0.01%
2,419
+1,169
565
$45.1K ﹤0.01%
228
566
$44.7K ﹤0.01%
584
567
$44.5K ﹤0.01%
486
568
$44K ﹤0.01%
1,302
+651
569
$43.7K ﹤0.01%
719
+396
570
$42.7K ﹤0.01%
958
+925
571
$42.3K ﹤0.01%
198
+76
572
$42K ﹤0.01%
+579
573
$42K ﹤0.01%
328
+164
574
$41.4K ﹤0.01%
536
+184
575
$40.1K ﹤0.01%
1,766