KI
Keystone Investors Portfolio holdings
AUM
$1.11B
1-Year Est. Return
121.36%
This Fund
S&P 500
1 Year Est. Return
+121.36%
AUM
$1.11B
AUM Growth
+$248M
(+29%)
Holding
107
Top Buys
| 1 | +$73.9M | |
| 2 | +$52.9M | |
| 3 | +$35.3M | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$31.5M |
| 5 |
Argan
AGX
|
+$28.9M |
Top Sells
| 1 | +$52.4M | |
| 2 | +$35.5M | |
| 3 | +$28.8M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$28.5M |
| 5 |
ATI
ATI
|
+$22.2M |
Sector Composition
| 1 | Technology | 33.62% |
| 2 | Consumer Discretionary | 22.68% |
| 3 | Communication Services | 16.72% |
| 4 | Healthcare | 9.61% |
| 5 | Industrials | 7.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
PONY
26
Pony AI Inc
PONY
$4.96B
| $9.7M | 0.87% |
668,658
+447,250
|
|
||
27
McDonald's
MCD
$232B
| $9.62M | 0.86% |
+31,480
|
|
||
28
Quanta Services
PWR
$83.6B
| $9.51M | 0.85% |
+22,527
|
|
||
29
Cognizant
CTSH
$28.9B
| $9.2M | 0.83% |
+110,855
|
|
||
30
Snowflake
SNOW
$61.1B
| $9.18M | 0.83% |
41,871
+19,236
|
|
||
|
WRD
31
WeRide Inc
WRD
$2.28B
| $8.51M | 0.76% |
979,885
+137,496
|
|
||
32
Tapestry
TPR
$28.8B
| $8M | 0.72% |
62,622
+9,303
|
|
||
33
Nu Holdings
NU
$67.4B
| $7.69M | 0.69% |
459,366
+179,266
|
|
||
34
Mirion Technologies
MIR
$4.57B
| $7.26M | 0.65% |
309,887
-571,706
|
|
||
|
SNDK
35
Sandisk
SNDK
$97.7B
| $6.6M | 0.59% |
+27,800
|
|
||
36
MakeMyTrip
MMYT
$4.32B
| $6.37M | 0.57% |
+77,600
|
|
||
37
Palo Alto Networks
PANW
$136B
| $6.19M | 0.56% |
33,610
+10,961
|
|
||
38
Icon
ICLR
$7.51B
| $6.11M | 0.55% |
33,526
|
|
||
39
Amphenol
APH
$165B
| $5.81M | 0.52% |
+43,000
|
|
||
40
Ross Stores
ROST
$66.7B
| $5.73M | 0.51% |
+31,800
|
|
||
41
S&P Global
SPGI
$126B
| $5.29M | 0.48% |
+10,120
|
|
||
42
Hyatt Hotels
H
$13.2B
| $5.07M | 0.46% |
+31,600
|
|
||
43
Williams Companies
WMB
$89.6B
| $4.76M | 0.43% |
79,110
+3,671
|
|
||
44
Arrowhead Research
ARWR
$7.71B
| $3.84M | 0.35% |
+57,900
|
|
||
|
45
ATI
ATI
$19.4B
| $3.83M | 0.34% |
33,415
-227,865
|
|
||
46
Alnylam Pharmaceuticals
ALNY
$41.6B
| $3.53M | 0.32% |
+8,880
|
|
||
47
BWX Technologies
BWXT
$17.8B
| $2.96M | 0.27% |
+17,100
|
|
||
48
Carpenter Technology
CRS
$18B
| $2.83M | 0.25% |
8,974
-25,472
|
|
||
49
Protagonist Therapeutics
PTGX
$5.89B
| $2.3M | 0.21% |
+26,390
|
|
||
50
TSMC
TSM
$1.75T
| $2.02M | 0.18% |
6,640
+3,639
|
|