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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
951
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952
-326
953
-1,752
954
-218
955
-1,322
956
-31
957
-525,508
958
-1
959
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960
-1,527
961
-1,070
962
-67
963
-84
964
-109
965
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966
-23
967
-4
968
-4,997
969
-892
970
-209
971
-651
972
-10
973
-24
974
-25
975
-8