GKFF

George Kaiser Family Foundation Portfolio holdings

AUM $713M
1-Year Est. Return 10.99%
This Quarter Est. Return
1 Year Est. Return
+10.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$680M
AUM Growth
+$1.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$12.5M
3
+$2.95M
4
TW icon
Tradeweb Markets
TW
+$2.79M
5
MORN icon
Morningstar
MORN
+$497K

Top Sells

1
+$2.15M
2
+$1.31M
3
+$1.28M

Sector Composition

1 Financials 52.67%
2 Energy 33.1%
3 Technology 5.85%
4 Industrials 3.64%
5 Consumer Discretionary 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$315K 0.05%
+599
27
$310K 0.05%
+899
28
$303K 0.04%
+1,072
29
$301K 0.04%
+1,298
30
$295K 0.04%
+539
31
$295K 0.04%
+5,218
32
$294K 0.04%
+2,411
33
$289K 0.04%
+597
34
$289K 0.04%
+209
35
$287K 0.04%
+1,394
36
$285K 0.04%
+464
37
$285K 0.04%
+611
38
$282K 0.04%
+1,110
39
$280K 0.04%
+602
40
$279K 0.04%
+549
41
$278K 0.04%
+1,460
42
$275K 0.04%
+487
43
$275K 0.04%
+291
44
$275K 0.04%
+149
45
$273K 0.04%
+1,227
46
$271K 0.04%
+1,938
47
$271K 0.04%
+775
48
$270K 0.04%
+546
49
$269K 0.04%
+138
50
$268K 0.04%
+1,572
1
2
3