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
$576M
AUM Growth
+$76.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$43.1M
2
+$36.2M
3
+$35.6M
4
SMCI icon
Super Micro Computer
SMCI
+$30.1M
5
MSFT icon
Microsoft
MSFT
+$27.2M

Top Sells

1
+$31.2M
2
+$26.5M
3
+$24.2M
4
AMAT icon
Applied Materials
AMAT
+$22.5M
5
PDD icon
Pinduoduo
PDD
+$17.9M

Sector Composition

1 Technology 51.26%
2 Financials 16.34%
3 Consumer Staples 13.95%
4 Consumer Discretionary 10.02%
5 Communication Services 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.21M 0.38%
+5,807
27
$1.67M 0.29%
19,833
+10,383
28
$1.52M 0.26%
+3,900
29
$1.38M 0.24%
+37,600
30
$1.23M 0.21%
+72,221
31
$1.11M 0.19%
+2,763
32
$986K 0.17%
+2,100
33
$629K 0.11%
6,233
-2,864
34
$434K 0.08%
10,943
-27,419
35
$207K 0.04%
3,462
-3,949
36
$88.6K 0.02%
+12,000
37
– –
-2,670
38
– –
-4,300
39
– –
-183,171
40
– –
-26,200
41
– –
-63,559
42
– –
-4,720
43
– –
-3,280
44
– –
-19,637
45
– –
-356,569
46
– –
-25,099
47
– –
-2,300
48
– –
-11,821
49
– –
-14,187
50
– –
-14,075
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