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
$500M
AUM Growth
+$291M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$72.1M
2
+$58.5M
3
+$50.4M
4
MSFT icon
Microsoft
MSFT
+$40.5M
5
GOTU icon
Gaotu Techedu
GOTU
+$23.5M

Top Sells

1
+$14M
2
+$7.43M
3
+$7.27M
4
MU icon
Micron Technology
MU
+$6.8M
5
TME icon
Tencent Music
TME
+$4.92M

Sector Composition

1 Technology 40.88%
2 Consumer Staples 27.76%
3 Consumer Discretionary 23.23%
4 Energy 7.44%
5 Communication Services 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$981K 0.2%
3,280
-24,304
27
$846K 0.17%
9,097
-16,651
28
$809K 0.16%
+9,450
29
$738K 0.15%
11,821
-3,829
30
$691K 0.14%
14,075
+4,475
31
$621K 0.12%
19,637
+5,837
32
$415K 0.08%
+4,720
33
$332K 0.07%
+2,670
34
$321K 0.06%
5,324
-112,688
35
$321K 0.06%
+7,411
36
$277K 0.06%
+8,742
37
$268K 0.05%
+25,190
38
– –
-25,310
39
– –
-6,859
40
– –
-2,990
41
– –
-23,177
42
– –
-6,149
43
– –
-4,000
44
– –
-1,566
45
– –
-6,432
46
– –
-770
47
– –
-12,203
48
– –
-10,214
49
– –
-594,015
50
– –
-1,320
1
2
3