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KIM

Kestra Investment Management Portfolio holdings

AUM $5.8B
1-Year Est. Return 14.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.19B
AUM Growth
+$647M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,456
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.82%
2 Financials 1.69%
3 Communication Services 1.28%
4 Healthcare 1.27%
5 Consumer Discretionary 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
901
-86
902
-344
903
-1,915
904
-79
905
-534
906
-8,569
907
-20
908
-879
909
-6
910
-21
911
-53
912
-1,721
913
-266
914
-298
915
-53
916
-148
917
-75
918
-45
919
-275
920
-230
921
-81
922
-362
923
-1,015
924
-30
925
-436