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
576
$39.5K ﹤0.01%
900
577
$37.7K ﹤0.01%
1,792
+1,625
578
$37.4K ﹤0.01%
335
+26
579
$37.1K ﹤0.01%
65
580
$37K ﹤0.01%
106
581
$36.1K ﹤0.01%
2,149
+1,204
582
$35.8K ﹤0.01%
438
583
$35.3K ﹤0.01%
783
584
$34.8K ﹤0.01%
501
+446
585
$34.7K ﹤0.01%
1,477
+750
586
$34.3K ﹤0.01%
315
587
$33.4K ﹤0.01%
300
588
$33.1K ﹤0.01%
1,716
+858
589
$33.1K ﹤0.01%
481
+332
590
$32.8K ﹤0.01%
556
591
$32.8K ﹤0.01%
676
+517
592
$32.7K ﹤0.01%
458
+305
593
$32.6K ﹤0.01%
1,388
+730
594
$32.3K ﹤0.01%
854
595
$31.4K ﹤0.01%
869
+31
596
$31.2K ﹤0.01%
615
+323
597
$31K ﹤0.01%
647
+357
598
$31K ﹤0.01%
862
+431
599
$30.9K ﹤0.01%
115
600
$30.5K ﹤0.01%
241
+137