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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
1226
-13
1227
-1,204
1228
-63
1229
-467
1230
-15,686
1231
-17,142
1232
-1,275
1233
-5,477
1234
-2,212
1235
-31
1236
-163
1237
-191
1238
-610
1239
-1,869
1240
-1,928
1241
-710
1242
-329
1243
-47
1244
-12
1245
-29
1246
-408
1247
-474
1248
-1,937
1249
-54
1250
-122