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
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$56.4M
2
+$37.1M
3
+$30.6M
4
AMZN icon
Amazon
AMZN
+$17.9M
5
MSFT icon
Microsoft
MSFT
+$11.4M

Top Sells

1
+$54.5M
2
+$25.9M
3
+$25M
4
LULU icon
lululemon athletica
LULU
+$23.9M
5
MRVL icon
Marvell Technology
MRVL
+$18.6M

Sector Composition

1 Technology 41.63%
2 Consumer Discretionary 21.27%
3 Financials 13.56%
4 Communication Services 11.64%
5 Consumer Staples 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.44M 0.37%
+27,492
27
$4.28M 0.36%
16,631
+7,355
28
$4.23M 0.36%
+48,304
29
$4.01M 0.34%
+55,794
30
$3.86M 0.33%
22,232
+15,052
31
$3.79M 0.32%
19,738
+15,488
32
$3.76M 0.32%
28,589
+2,587
33
$3.56M 0.3%
30,150
+6,287
34
$3.49M 0.29%
89,956
-397,511
35
$3.45M 0.29%
6,123
+1,057
36
$3.37M 0.28%
7,635
+1,001
37
$2.88M 0.24%
69,283
+18,843
38
$2.65M 0.22%
53,241
+11,332
39
$2.22M 0.19%
4,615
+1,035
40
$2.15M 0.18%
+7,084
41
$2.08M 0.18%
7,602
-795
42
$2.02M 0.17%
+44,024
43
$1.99M 0.17%
+7,972
44
$1.96M 0.16%
+13,440
45
$1.87M 0.16%
+11,224
46
$1.81M 0.15%
+33,300
47
$1.81M 0.15%
6,892
-145
48
$1.69M 0.14%
+11,622
49
$1.67M 0.14%
+11,842
50
$1.15M 0.1%
8,717
-3,327
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