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Natural Investments Portfolio holdings
AUM
$405M
1-Year Est. Return
19.08%
This Fund
S&P 500
This Quarter
Est. Return
-2.06%
1 Year Est. Return
+19.08%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$319M
AUM Growth
–
Cap. Flow
+$320M
Cap. Flow
% of AUM
100.37%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
2
New
2
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Kemper
KMPR
|
+$164M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 51.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Kemper
KMPR
$1.82B
| $163M | 51.04% |
+2,191,192
| New | +$164M |
|
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Natural Investments's Q1 2020 Portfolio in Review
Q1 2020 is the first quarter with a 13F filing on record for Natural Investments, which disclosed 2 positions worth $319M. Its ten largest holdings account for 100% of the portfolio.
Its largest position is Kemper: 2,191,192 shares worth $163M.
By sector, the portfolio is most concentrated in Financials at 51% of assets.
- Natural Investments's largest Q1 2020 buy was Kemper: 2,191,192 shares worth $163M.
- Natural Investments's ten largest holdings make up 100% of its $319M portfolio in Q1 2020.
- Natural Investments disclosed 2 positions in Q1 2020, its first 13F filing on record.
Based on Natural Investments's 13F filing for Q1 2020, filed 8 Apr 2020.