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
$1.15B
AUM Growth
-$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$62.9M
2
+$51.2M
3
+$48.4M
4
CRL icon
Charles River Laboratories
CRL
+$33.5M
5
APO icon
Apollo Global Management
APO
+$26.9M

Top Sells

1
+$118M
2
+$99.8M
3
+$80.2M
4
ARES icon
Ares Management
ARES
+$68.2M
5
LLY icon
Eli Lilly
LLY
+$42.8M

Sector Composition

1 Technology 33.2%
2 Consumer Discretionary 22.33%
3 Financials 15.73%
4 Communication Services 14.55%
5 Consumer Staples 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.62M 0.31%
70,051
+5,251
27
$3.44M 0.3%
2,272
+149
28
$3.39M 0.29%
6,727
+2,938
29
$3.21M 0.28%
268,746
+11,149
30
$3.19M 0.28%
6,634
+443
31
$3.14M 0.27%
+23,863
32
$3.07M 0.27%
26,002
+20,870
33
$2.84M 0.25%
5,066
-422
34
$2.82M 0.25%
+252,234
35
$2.79M 0.24%
+9,276
36
$2.76M 0.24%
+18,101
37
$2.72M 0.24%
+4,342
38
$2.72M 0.24%
15,057
-178,944
39
$2.44M 0.21%
+41,909
40
$2.34M 0.2%
8,568
+1,087
41
$2.27M 0.2%
+12,007
42
$2.23M 0.19%
+8,397
43
$2.11M 0.18%
+50,440
44
$2.07M 0.18%
12,044
-630
45
$2.01M 0.17%
+35,885
46
$2.01M 0.17%
+3,580
47
$1.96M 0.17%
7,037
+1,612
48
$1.78M 0.15%
+4,400
49
$1.68M 0.15%
+8,300
50
$1.58M 0.14%
90,233
+15,389
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