We are live on ! Find out more
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
1126
-1,094
1127
-98
1128
-31
1129
-657
1130
-7,896
1131
-1,281
1132
-355
1133
-1
1134
-348
1135
-332
1136
-71
1137
-15
1138
-12
1139
-215
1140
-10
1141
-405
1142
-126
1143
-18
1144
-386
1145
-181
1146
-1,003
1147
-341
1148
-191
1149
-464
1150
-360