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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
1151
-64
1152
-9
1153
-398
1154
-188
1155
-565
1156
-75
1157
-2,100
1158
-2
1159
-440
1160
-1,720
1161
-200
1162
-511
1163
-281
1164
-105
1165
-2,041
1166
-828
1167
-2,103
1168
-54
1169
-350
1170
-70
1171
-15
1172
-1,366
1173
-107
1174
-63
1175
-431