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
$1.43B
AUM Growth
+$64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$69.8M
2
+$68.3M
3
+$46M
4
CIEN icon
Ciena
CIEN
+$45.3M
5
CRM icon
Salesforce
CRM
+$43.9M

Top Sells

1
+$120M
2
+$85.1M
3
+$46.8M
4
META icon
Meta Platforms (Facebook)
META
+$45M
5
YUMC icon
Yum China
YUMC
+$39M

Sector Composition

1 Technology 35.53%
2 Consumer Discretionary 35.5%
3 Financials 14.88%
4 Communication Services 9.69%
5 Consumer Staples 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.34M 0.58%
42,205
+6,469
27
$7.26M 0.51%
30,279
-8,555
28
$6.4M 0.45%
+591,952
29
$5.11M 0.36%
55,119
-918,672
30
$4.55M 0.32%
137,800
+35,800
31
$4.16M 0.29%
+46,674
32
$3.88M 0.27%
5,575
+2,539
33
$3.83M 0.27%
+12,746
34
$3.79M 0.26%
11,519
-30,489
35
$3.77M 0.26%
+29,076
36
$3.67M 0.26%
37,805
-1,233,340
37
$3.56M 0.25%
+15,540
38
$3.56M 0.25%
+46,230
39
$3.26M 0.23%
32,138
-3,549
40
$3.16M 0.22%
+59,345
41
$3M 0.21%
6,172
-3,799
42
$2.91M 0.2%
9,850
+2,165
43
$2.84M 0.2%
13,981
+99
44
$2.72M 0.19%
+40,500
45
$2.72M 0.19%
+21,650
46
$2.53M 0.18%
2,836
-2,258
47
$2.26M 0.16%
+9,800
48
$2.25M 0.16%
+28,114
49
$2.23M 0.16%
3,871
+3,524
50
$2.16M 0.15%
+9,178
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