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
626
$23.9K ﹤0.01%
47
627
$23.8K ﹤0.01%
270
628
$23.3K ﹤0.01%
107
629
$23K ﹤0.01%
78
+39
630
$23K ﹤0.01%
393
631
$22.8K ﹤0.01%
320
632
$21.9K ﹤0.01%
478
633
$21.9K ﹤0.01%
825
+103
634
$21.7K ﹤0.01%
1,513
+1,238
635
$21.6K ﹤0.01%
+277
636
$21.5K ﹤0.01%
108
637
$21.5K ﹤0.01%
148
+74
638
$21.2K ﹤0.01%
315
+277
639
$21.2K ﹤0.01%
465
+121
640
$21.1K ﹤0.01%
221
641
$20.9K ﹤0.01%
175
642
$20.7K ﹤0.01%
+412
643
$20.6K ﹤0.01%
49
644
$20.2K ﹤0.01%
+239
645
$19.9K ﹤0.01%
1,973
+1,500
646
$19.1K ﹤0.01%
101
647
$19K ﹤0.01%
219
648
$18.4K ﹤0.01%
140
+70
649
$17.9K ﹤0.01%
457
650
$17.9K ﹤0.01%
277