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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
1251
-734
1252
-212
1253
-35
1254
-43
1255
-215,995
1256
-25
1257
-737
1258
-1,031
1259
-292
1260
-809
1261
-213
1262
-1,945
1263
-940
1264
-241
1265
-718
1266
-253
1267
-200
1268
-582
1269
-2
1270
-1,705
1271
-44
1272
-39
1273
-250
1274
0
1275
-65