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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
1276
-1,249
1277
-191
1278
-57
1279
-57
1280
-253
1281
-450
1282
-33
1283
-1,643
1284
-118
1285
-50
1286
-1,033
1287
-463
1288
-26
1289
-44
1290
-785
1291
-1,196
1292
-30
1293
-4,343
1294
-53
1295
-76
1296
-666
1297
-1,373
1298
-1,170
1299
-2,026
1300
-6,379