KIM
Kestra Investment Management Portfolio holdings
AUM $3.19B
AUM
$3.19B
AUM Growth
+$647M (+25%)
Cap. Flow
+$789M
Cap. Flow % of AUM
24.72%
Top 10 Holdings %Top 10 Hldgs %
44.97%
Holding
1,456
New
297
Increased
336
Reduced
262
Closed
553
Top Buys
| 1 | $74.3M | |
| 2 | $62.1M | |
| 3 | $54.2M | |
| 4 | $47.8M | |
| 5 | $45.9M |
Top Sells
| 1 | $21.3M | |
| 2 | $18.6M | |
| 3 | $16.6M | |
| 4 | $15M | |
| 5 | $14.7M |
Sector Composition
| 1 | Technology | 3.82% |
| 2 | Financials | 1.69% |
| 3 | Communication Services | 1.28% |
| 4 | Healthcare | 1.27% |
| 5 | Consumer Discretionary | 1.11% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $12.1K | 0% | 858 -37,573 | -98% | -$530K | |||
| $12.1K | 0% | 66 +50 | +313% | +$9.14K | |||
| $12K | 0% | 334 | New | +$12K | |||
| $12K | 0% | 39 -47 | -55% | -$14.4K | |||
| $11.7K | 0% | 462 | New | +$11.7K | |||
| $11.4K | 0% | 552 +551 | +55,100% | +$11.4K | |||
| $11.3K | 0% | 179 | New | +$11.3K | |||
| $11.2K | 0% | 621 | New | +$11.2K | |||
| $11.1K | 0% | 153 | New | +$11.1K | |||
| $11.1K | 0% | 338 +259 | +328% | +$8.51K | |||
| $11K | 0% | 107 -684 | -86% | -$70.6K | |||
| $11K | 0% | 104 | New | +$11K | |||
| $11K | 0% | 74 | New | +$11K | |||
| $11K | 0% | 94 -647 | -87% | -$75.5K | |||
| $10.9K | 0% | 476 | New | +$10.9K | |||
| $10.9K | 0% | 108 -446 | -81% | -$45K | |||
| $10.8K | 0% | 295 -910 | -76% | -$33.2K | |||
| $10.7K | 0% | 123 | New | +$10.7K | |||
| $10.7K | 0% | 209 | New | +$10.7K | |||
| $10.5K | 0% | 149 | New | +$10.5K | |||
| $10.3K | 0% | 160 | New | +$10.3K | |||
| $10.1K | 0% | 39 -15 | -28% | -$3.88K | |||
| $9.94K | 0% | 15 -118 | -89% | -$78.2K | |||
| $9.68K | 0% | 192 -72 | -27% | -$3.63K | |||
| $9.51K | 0% | 125 | New | +$9.51K |
