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 | |
|---|---|---|---|---|---|---|---|
| $1.18K | 0% | 10 -169 | -94% | -$19.9K | |||
| $1.17K | 0% | 7 | New | +$1.17K | |||
| $1.16K | 0% | 2 | New | +$1.16K | |||
| $1.16K | 0% | 37 | New | +$1.16K | |||
| $1.16K | 0% | 17 | New | +$1.16K | |||
| $1.15K | 0% | 25 | New | +$1.15K | |||
| $1.12K | 0% | 17 | New | +$1.12K | |||
| $1.08K | 0% | 30 -618 | -95% | -$22.3K | |||
| $1.08K | 0% | 9 | New | +$1.08K | |||
| $1.08K | 0% | 27 | New | +$1.08K | |||
| $1.08K | 0% | 36 | New | +$1.08K | |||
| $1.06K | 0% | 39 | New | +$1.06K | |||
| $1.06K | 0% | 36 | New | +$1.06K | |||
| $1.04K | 0% | 6 | New | +$1.04K | |||
| $1.01K | 0% | 5 -3,770 | -100% | -$760K | |||
| $1.01K | 0% | 16 -241 | -94% | -$15.1K | |||
| $993 | 0% | 10 -41 | -80% | -$4.07K | |||
| $985 | 0% | 118 | New | +$985 | |||
| $958 | 0% | 35 | New | +$958 | |||
| $950 | 0% | 3 -9 | -75% | -$2.85K | |||
| $945 | 0% | 6 -10 | -63% | -$1.58K | |||
| $926 | 0% | 7 -194 | -97% | -$25.7K | |||
| $903 | 0% | 13 -1,094 | -99% | -$76K | |||
| $902 | 0% | 5 | New | +$902 | |||
| $892 | 0% | 8 -477 | -98% | -$53.2K |
