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
$1.37B
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$99.7M
3
+$92.1M
4
FWONK icon
Liberty Media Series C
FWONK
+$71.1M
5
NVDA icon
NVIDIA
NVDA
+$50M

Top Sells

1
+$80.7M
2
+$77.2M
3
+$57M
4
APO icon
Apollo Global Management
APO
+$54.7M
5
SAP icon
SAP
SAP
+$28.4M

Sector Composition

1 Consumer Discretionary 43.03%
2 Technology 25.39%
3 Communication Services 17.71%
4 Financials 10.6%
5 Industrials 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.05M 0.37%
9,971
-49,027
27
$4.34M 0.32%
8,391
-450
28
$4.18M 0.31%
35,687
+5,537
29
$4M 0.29%
+64,240
30
$3.79M 0.28%
+102,000
31
$3.62M 0.26%
6,212
+1,597
32
$3.61M 0.26%
+5,094
33
$3.42M 0.25%
64,433
-4,850
34
$3.32M 0.24%
31,969
+3,380
35
$2.96M 0.22%
46,743
-45,205
36
$2.93M 0.21%
23,101
+20,923
37
$2.82M 0.21%
+37,324
38
$2.39M 0.17%
+8,529
39
$2.36M 0.17%
4,786
-2,849
40
$2.22M 0.16%
+98,243
41
$2.21M 0.16%
13,882
-13,610
42
$2.17M 0.16%
28,892
-42,262
43
$2.12M 0.15%
+7,685
44
$1.98M 0.14%
7,320
-652
45
$1.87M 0.14%
10,923
-8,815
46
$1.62M 0.12%
34,050
-9,974
47
$1.61M 0.12%
+3,036
48
$1.58M 0.12%
5,742
-1,150
49
$1.49M 0.11%
29,690
-60,266
50
$1.46M 0.11%
+20,014
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