We are live on ! Find out more
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
1301
-24
1302
-1,293
1303
-45
1304
-433
1305
-511
1306
-2,634
1307
-2,131
1308
-44
1309
-362
1310
-441
1311
-320
1312
-297
1313
-49
1314
-296
1315
-2,418
1316
-563
1317
-334
1318
-3,012
1319
-1,404
1320
-130
1321
-41
1322
-575
1323
-5,421
1324
-274,724
1325
-138