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
$840M
AUM Growth
+$264M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$69.3M
2
+$54.4M
3
+$41.3M
4
PDD icon
Pinduoduo
PDD
+$38M
5
SNPS icon
Synopsys
SNPS
+$34.6M

Top Sells

1
+$36.5M
2
+$23.8M
3
+$18.4M
4
SNOW icon
Snowflake
SNOW
+$11.8M
5
MELI icon
Mercado Libre
MELI
+$9.31M

Sector Composition

1 Technology 38.86%
2 Financials 21.66%
3 Consumer Staples 12.75%
4 Consumer Discretionary 11.72%
5 Communication Services 11.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.78M 0.21%
+15,222
27
$1.62M 0.19%
+7,056
28
$1.56M 0.19%
10,222
-77,335
29
$1.39M 0.17%
+21,500
30
$1.14M 0.14%
+2,890
31
$1.13M 0.13%
894
-7,346
32
$982K 0.12%
+11,050
33
$857K 0.1%
+3,350
34
$424K 0.05%
4,119
-231,125
35
$363K 0.04%
6,714
+3,252
36
$266K 0.03%
25,811
-848,845
37
$242K 0.03%
+1,835
38
$216K 0.03%
+625
39
– –
-10,943
40
– –
-369,651
41
– –
-2,639,186
42
– –
-176,951
43
– –
-5,807
44
– –
-72,221
45
– –
-2,100
46
– –
-578,339
47
– –
-37,600
48
– –
-3,900
49
– –
-2,534,967
50
– –
-2,763
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