KI

Keystone Investors Portfolio holdings

AUM $865M
1-Year Est. Return 114.29%
This Quarter Est. Return
1 Year Est. Return
+114.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$865M
AUM Growth
+$381M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$78.4M
2
+$39.6M
3
+$35.5M
4
SE icon
Sea Limited
SE
+$34.1M
5
AVGO icon
Broadcom
AVGO
+$21M

Top Sells

1
+$29.9M
2
+$25.8M
3
+$21.4M
4
AS icon
Amer Sports
AS
+$14.3M
5
SAP icon
SAP
SAP
+$13.8M

Sector Composition

1 Technology 36.73%
2 Consumer Discretionary 24.42%
3 Communication Services 20.17%
4 Industrials 9.31%
5 Healthcare 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SE icon
1
Sea Limited
SE
$76.2B
$104M 12.01%
581,531
+191,012
GOOG icon
2
Alphabet (Google) Class C
GOOG
$3.83T
$90.1M 10.42%
370,116
+321,772
NVDA icon
3
NVIDIA
NVDA
$4.5T
$65.6M 7.58%
351,488
+66,380
TME icon
4
Tencent Music
TME
$28.3B
$52.4M 6.05%
2,243,614
-1,282,009
TSLA icon
5
Tesla
TSLA
$1.48T
$39.6M 4.58%
+89,136
BABA icon
6
Alibaba
BABA
$372B
$35.5M 4.1%
+198,435
WDC icon
7
Western Digital
WDC
$58B
$34.4M 3.98%
286,888
-45,688
MSFT icon
8
Microsoft
MSFT
$3.66T
$32.7M 3.78%
63,058
-9,570
AVGO icon
9
Broadcom
AVGO
$1.92T
$28.8M 3.33%
87,393
+63,574
META icon
10
Meta Platforms (Facebook)
META
$1.66T
$28.5M 3.29%
38,775
+1,340
IQV icon
11
IQVIA
IQV
$37.1B
$27.8M 3.21%
146,228
+51,958
LITE icon
12
Lumentum
LITE
$25.6B
$25.4M 2.94%
156,277
+102,873
ATI icon
13
ATI
ATI
$13.5B
$21.3M 2.46%
261,280
+144,441
MIR icon
14
Mirion Technologies
MIR
$6.16B
$20.5M 2.37%
+881,593
YMM icon
15
Full Truck Alliance
YMM
$12B
$20.2M 2.34%
+1,559,186
COHR icon
16
Coherent
COHR
$30.3B
$19.8M 2.29%
+183,605
VRT icon
17
Vertiv
VRT
$68.2B
$18.9M 2.18%
125,088
+105,422
CCJ icon
18
Cameco
CCJ
$40.6B
$12.5M 1.45%
+149,634
SNPS icon
19
Synopsys
SNPS
$88.8B
$12M 1.39%
24,355
+18,096
STX icon
20
Seagate
STX
$61.6B
$11.9M 1.37%
50,321
+18,000
TEAM icon
21
Atlassian
TEAM
$42.5B
$9.11M 1.05%
+57,064
CRS icon
22
Carpenter Technology
CRS
$15B
$8.46M 0.98%
+34,446
ORCL icon
23
Oracle
ORCL
$632B
$8.45M 0.98%
30,048
+15,592
WRD
24
WeRide Inc
WRD
$3.05B
$8.34M 0.96%
842,389
+819,098
BTDR icon
25
Bitdeer Technologies
BTDR
$2.84B
$7.84M 0.91%
+458,958
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