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
$1.19B
AUM Growth
+$346M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$52.1M
2
+$51.1M
3
+$33.3M
4
AMD icon
Advanced Micro Devices
AMD
+$28M
5
AMZN icon
Amazon
AMZN
+$23.4M

Top Sells

1
+$29.5M
2
+$24.6M
3
+$8.63M
4
LI icon
Li Auto
LI
+$6.38M
5
MSFT icon
Microsoft
MSFT
+$5.31M

Sector Composition

1 Technology 34.61%
2 Financials 24.56%
3 Consumer Discretionary 13.33%
4 Communication Services 12.25%
5 Consumer Staples 11.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.4M 0.2%
19,796
-228
27
$2.26M 0.19%
+3,789
28
$2.15M 0.18%
+257,597
29
$2.12M 0.18%
5,946
-1,004
30
$2.09M 0.18%
14,208
-1,014
31
$2.09M 0.18%
12,674
-1,095
32
$2.07M 0.17%
+7,481
33
$2.02M 0.17%
+1,420
34
$1.99M 0.17%
10,014
-208
35
$1.62M 0.14%
+11,208
36
$1.53M 0.13%
+14,532
37
$1.41M 0.12%
5,425
-1,631
38
$1.24M 0.1%
+74,844
39
$1.14M 0.1%
+18,590
40
$1.12M 0.09%
+316
41
$915K 0.08%
2,238
+1,613
42
$438K 0.04%
+5,132
43
$393K 0.03%
+2,469
44
$340K 0.03%
5,632
-1,082
45
$267K 0.02%
+1,908
46
$251K 0.02%
+7,188
47
$246K 0.02%
25,065
-746
48
$219K 0.02%
+3,216
49
$215K 0.02%
+14,915
50
– –
-11,700
1
2
3