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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
1401
-1,658
1402
-1,295
1403
-127
1404
-57
1405
-51
1406
-80
1407
-3
1408
-1,966
1409
-33
1410
-10
1411
-174
1412
-110
1413
-24
1414
-90
1415
-243
1416
-1,197
1417
-591
1418
-116
1419
-105
1420
-41
1421
-211
1422
-713
1423
0
1424
0
1425
-797