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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
1001
-381
1002
-6
1003
-118
1004
-91
1005
-299
1006
-1,824
1007
-477
1008
-519
1009
-438
1010
-24
1011
-794
1012
-2
1013
-99
1014
-671
1015
-81
1016
-2,368
1017
-104
1018
-256
1019
-85
1020
-48
1021
-64
1022
-76
1023
-190
1024
-450
1025
-32