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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
1376
-512
1377
-2,565
1378
-1,046
1379
-373
1380
-1,084
1381
-38
1382
-152
1383
-500
1384
-38
1385
-6
1386
-20
1387
-100
1388
-128
1389
-1,256
1390
-9
1391
-46
1392
-22
1393
-463
1394
-3,859
1395
-3
1396
-1,265
1397
-644
1398
-7,361
1399
-60
1400
-5,569