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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
1076
-748
1077
-79,225
1078
-310
1079
-335
1080
-8
1081
-13
1082
-4,094
1083
-592
1084
-3
1085
-1
1086
-5
1087
-21
1088
-134
1089
-419
1090
-714
1091
-218
1092
-6,534
1093
-874
1094
-372
1095
-957
1096
-64
1097
-2,609
1098
-307
1099
-223
1100
-360