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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
1051
-639
1052
-1,580
1053
-314
1054
-231
1055
-282
1056
-123
1057
-233
1058
-277
1059
-24
1060
-273
1061
-158
1062
-74
1063
-42
1064
-7
1065
-250
1066
-40
1067
-57
1068
-1,501
1069
-20
1070
-12
1071
-121
1072
-908
1073
-206
1074
-350
1075
-122