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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
1351
-570
1352
-617
1353
-2,533
1354
-618
1355
-97
1356
-156
1357
-164
1358
-162
1359
-38
1360
-39
1361
-86
1362
-2,077
1363
-140
1364
-149
1365
-78
1366
-970
1367
-503
1368
-554
1369
-696
1370
0
1371
-1,997
1372
-12
1373
-2,051
1374
-4,307
1375
-338