KI

Keystone Investors Portfolio holdings

AUM $865M
1-Year Est. Return 114.29%
This Quarter Est. Return
1 Year Est. Return
+114.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$712M
AUM Growth
-$720M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$96.3M
2
+$65.3M
3
+$52.8M
4
PINS icon
Pinterest
PINS
+$39.6M
5
SNDK
Sandisk
SNDK
+$36.5M

Top Sells

1
+$159M
2
+$83.4M
3
+$70.5M
4
YUMC icon
Yum China
YUMC
+$67.6M
5
TCOM icon
Trip.com Group
TCOM
+$65.7M

Sector Composition

1 Consumer Discretionary 31.68%
2 Technology 31.04%
3 Communication Services 21.86%
4 Financials 11%
5 Healthcare 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.53M 0.21%
+1,615
27
$1.5M 0.21%
+25,131
28
$1.32M 0.19%
4,929
-126,429
29
$1.1M 0.15%
+6,020
30
$1.1M 0.15%
11,770
-16,590
31
$1.04M 0.15%
53,310
-29,732
32
$989K 0.14%
3,684
+460
33
$966K 0.14%
+13,756
34
$933K 0.13%
9,526
-851,470
35
$852K 0.12%
+22,798
36
$794K 0.11%
+3,586
37
$758K 0.11%
1,628
+1,101
38
$698K 0.1%
+45,432
39
$688K 0.1%
+2,035
40
$564K 0.08%
+1,025
41
$559K 0.08%
2,097
+923
42
$518K 0.07%
10,284
+4,667
43
$437K 0.06%
+96,551
44
$430K 0.06%
+2,451
45
$419K 0.06%
741
-1,168
46
$405K 0.06%
+1,567
47
$343K 0.05%
2,900
-34,905
48
$328K 0.05%
6,983
-52,362
49
$274K 0.04%
2,101
-26,975
50
$228K 0.03%
747
-10,772
1
2
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