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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
926
-117
927
-239
928
-41
929
-805
930
-20
931
-1,504
932
-1,064
933
-56
934
-297
935
-74
936
-46
937
-40
938
-2,002
939
-79
940
-907
941
-2,226
942
-59
943
-88
944
-37
945
-86,785
946
-64
947
-488
948
-35
949
-549,769
950
-87