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
651
$17.7K ﹤0.01%
979
+358
652
$17.6K ﹤0.01%
+222
653
$17.6K ﹤0.01%
232
+107
654
$16.9K ﹤0.01%
380
655
$16.9K ﹤0.01%
64
656
$16.8K ﹤0.01%
288
657
$16.8K ﹤0.01%
176
658
$16.4K ﹤0.01%
+31
659
$16.2K ﹤0.01%
109
660
$16K ﹤0.01%
100
661
$15.9K ﹤0.01%
418
+191
662
$15.9K ﹤0.01%
51
+42
663
$15.9K ﹤0.01%
80
664
$15.9K ﹤0.01%
190
665
$15.7K ﹤0.01%
59
666
$15.7K ﹤0.01%
266
+157
667
$15.6K ﹤0.01%
461
668
$15.5K ﹤0.01%
90
669
$15.4K ﹤0.01%
166
670
$14.9K ﹤0.01%
223
671
$14.8K ﹤0.01%
268
672
$14.6K ﹤0.01%
212
673
$14.4K ﹤0.01%
486
+243
674
$14.2K ﹤0.01%
173
675
$14.2K ﹤0.01%
82
+3