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
776
$6.04K ﹤0.01%
79
+10
777
$6.02K ﹤0.01%
135
778
$6.02K ﹤0.01%
174
+87
779
$6K ﹤0.01%
484
+242
780
$5.94K ﹤0.01%
+563
781
$5.93K ﹤0.01%
+36
782
$5.8K ﹤0.01%
44
783
$5.78K ﹤0.01%
68
784
$5.76K ﹤0.01%
520
+260
785
$5.67K ﹤0.01%
+21
786
$5.62K ﹤0.01%
236
+73
787
$5.6K ﹤0.01%
+255
788
$5.41K ﹤0.01%
12
+6
789
$5.26K ﹤0.01%
41
790
$5.23K ﹤0.01%
92
+46
791
$5.19K ﹤0.01%
232
+209
792
$5.11K ﹤0.01%
+27
793
$5.09K ﹤0.01%
102
+51
794
$5.07K ﹤0.01%
+14
795
$5.02K ﹤0.01%
34
+17
796
$5K ﹤0.01%
+107
797
$4.88K ﹤0.01%
+36
798
$4.86K ﹤0.01%
64
799
$4.83K ﹤0.01%
170
800
$4.77K ﹤0.01%
944
+472