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
RIOT icon
26
Riot Platforms
RIOT
$5.77B
$6.62M 0.77%
+348,000
ULTA icon
27
Ulta Beauty
ULTA
$26.7B
$6.6M 0.76%
+12,080
SFM icon
28
Sprouts Farmers Market
SFM
$8.11B
$6.28M 0.73%
57,730
+39,557
SAP icon
29
SAP
SAP
$284B
$6.27M 0.72%
23,449
-51,487
TPR icon
30
Tapestry
TPR
$24.2B
$6.04M 0.7%
53,319
+25,696
ICLR icon
31
Icon
ICLR
$13.8B
$5.87M 0.68%
+33,526
ONON icon
32
On Holding
ONON
$15.6B
$5.29M 0.61%
+125,024
SNOW icon
33
Snowflake
SNOW
$76.2B
$5.11M 0.59%
22,635
+7,535
PONY
34
Pony AI Inc
PONY
$6.16B
$4.98M 0.58%
+221,408
ZEPP
35
Zepp Health
ZEPP
$417M
$4.81M 0.56%
+105,100
BE icon
36
Bloom Energy
BE
$25.9B
$4.79M 0.55%
+56,603
WMB icon
37
Williams Companies
WMB
$75.2B
$4.78M 0.55%
75,439
+71,333
PANW icon
38
Palo Alto Networks
PANW
$136B
$4.61M 0.53%
+22,649
NU icon
39
Nu Holdings
NU
$80.8B
$4.48M 0.52%
280,100
+84,000
MNSO icon
40
MINISO
MNSO
$5.98B
$4.32M 0.5%
192,100
+46,800
UNH icon
41
UnitedHealth
UNH
$293B
$4.3M 0.5%
+12,450
BROS icon
42
Dutch Bros
BROS
$7.48B
$3.99M 0.46%
+76,276
LLY icon
43
Eli Lilly
LLY
$879B
$3.97M 0.46%
+5,200
EBAY icon
44
eBay
EBAY
$37.9B
$3.52M 0.41%
+38,666
ROP icon
45
Roper Technologies
ROP
$47.4B
$3.49M 0.4%
+7,000
ISRG icon
46
Intuitive Surgical
ISRG
$198B
$3M 0.35%
+6,700
LMT icon
47
Lockheed Martin
LMT
$108B
$2.55M 0.29%
+5,100
AVAV icon
48
AeroVironment
AVAV
$14.1B
$2.36M 0.27%
+7,480
GOOGL icon
49
Alphabet (Google) Class A
GOOGL
$3.83T
$1.57M 0.18%
+6,467
RTX icon
50
RTX Corp
RTX
$231B
$1.28M 0.15%
+7,657
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