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 | |
|---|---|---|---|---|---|---|---|
| $4.07K | 0% | 139 | New | +$4.07K | |||
| $4.06K | 0% | 551 | New | +$4.06K | |||
| $4.01K | 0% | 163 | New | +$4.01K | |||
| $4.01K | 0% | 72 | New | +$4.01K | |||
| $3.96K | 0% | 30 -72 | -71% | -$9.51K | |||
| $3.92K | 0% | 40 -831 | -95% | -$81.5K | |||
| $3.9K | 0% | 2 -36 | -95% | -$70.2K | |||
| $3.83K | 0% | 858 -3,870 | -82% | -$17.3K | |||
| $3.8K | 0% | 86 | New | +$3.8K | |||
| $3.75K | 0% | 22 +9 | +69% | +$1.54K | |||
| $3.74K | 0% | 26 | New | +$3.74K | |||
| $3.7K | 0% | 275 | New | +$3.7K | |||
| $3.67K | 0% | 27 -83 | -75% | -$11.3K | |||
| $3.66K | 0% | 72 | New | +$3.66K | |||
| $3.63K | 0% | 91 | New | +$3.63K | |||
| $3.58K | 0% | 67 | New | +$3.58K | |||
| $3.56K | 0% | 96 | New | +$3.56K | |||
| $3.48K | 0% | 41 | New | +$3.48K | |||
| $3.46K | 0% | 43 +3 | +8% | +$242 | |||
| $3.36K | 0% | 8 -52 | -87% | -$21.8K | |||
| $3.34K | 0% | 35 -568 | -94% | -$54.2K | |||
| $3.3K | 0% | 55 | New | +$3.3K | |||
| $3.3K | 0% | 114 +14 | +14% | +$405 | |||
| $3.28K | 0% | 96 | New | +$3.28K | |||
| $3.28K | 0% | 20 | New | +$3.28K |
