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
701
$10.9K ﹤0.01%
476
702
$10.9K ﹤0.01%
108
703
$10.8K ﹤0.01%
295
704
$10.7K ﹤0.01%
123
705
$10.7K ﹤0.01%
209
706
$10.6K ﹤0.01%
104
+52
707
$10.5K ﹤0.01%
150
+103
708
$10.4K ﹤0.01%
+657
709
$10.1K ﹤0.01%
320
+165
710
$10.1K ﹤0.01%
39
711
$9.94K ﹤0.01%
15
712
$9.77K ﹤0.01%
139
+58
713
$9.7K ﹤0.01%
53
+49
714
$9.68K ﹤0.01%
192
715
$9.56K ﹤0.01%
+160
716
$9.54K ﹤0.01%
20
+10
717
$9.46K ﹤0.01%
73
+63
718
$9.34K ﹤0.01%
190
+123
719
$9.29K ﹤0.01%
36
+33
720
$9.24K ﹤0.01%
82
+41
721
$9.19K ﹤0.01%
131
722
$9.16K ﹤0.01%
45
+11
723
$9.13K ﹤0.01%
97
724
$9.11K ﹤0.01%
197
+172
725
$9.07K ﹤0.01%
126