KI

Keystone Investors Portfolio holdings

AUM $484M
1-Year Est. Return 80.06%
This Quarter Est. Return
1 Year Est. Return
+80.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$53M
2
+$27.3M
3
+$21.9M
4
AMD icon
Advanced Micro Devices
AMD
+$13.8M
5
EPAM icon
EPAM Systems
EPAM
+$9.04M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 52.25%
2 Technology 23.56%
3 Energy 12.24%
4 Industrials 3.78%
5 Consumer Staples 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$804K 0.38%
+2,072
27
$734K 0.35%
+3,535
28
$722K 0.35%
+6,859
29
$647K 0.31%
+3,021
30
$616K 0.29%
+7,426
31
$545K 0.26%
+1,566
32
$543K 0.26%
+13,800
33
$513K 0.25%
+9,600
34
$469K 0.22%
+1,320
35
$386K 0.18%
+10,214
36
$378K 0.18%
+2,990
37
$227K 0.11%
+770
1
2