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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
1201
-100
1202
-123
1203
-136
1204
-56
1205
-127
1206
-121
1207
-500
1208
-30
1209
-43
1210
-576
1211
-441
1212
-85
1213
-166
1214
-734
1215
-861
1216
-571
1217
-774
1218
-146
1219
-82
1220
-1,491
1221
-884
1222
-483
1223
-515
1224
-66
1225
-818