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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
1426
0
1427
-104
1428
-175
1429
-804
1430
-951
1431
-45
1432
-709
1433
-45
1434
-1,102
1435
-145
1436
-1,963
1437
-39
1438
-45
1439
-5
1440
-1,484
1441
-1,859
1442
-34
1443
-3,470
1444
-40
1445
-286
1446
-7,524
1447
-100
1448
-32
1449
-264
1450
-132