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
$484M
AUM Growth
-$227M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$66.5M
2
+$45M
3
+$25.8M
4
SAP icon
SAP
SAP
+$21.7M
5
WDC icon
Western Digital
WDC
+$21.3M

Top Sells

1
+$113M
2
+$96.3M
3
+$69.3M
4
HTHT icon
Huazhu Hotels Group
HTHT
+$57.6M
5
QFIN icon
Qfin Holdings
QFIN
+$52.8M

Sector Composition

1 Technology 39.34%
2 Consumer Discretionary 26.92%
3 Communication Services 25.91%
4 Healthcare 3.46%
5 Industrials 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PDD icon
26
Pinduoduo
PDD
$186B
$3.3M 0.68%
31,515
+28,615
SNPS icon
27
Synopsys
SNPS
$72.4B
$3.21M 0.66%
6,259
+2,222
ORCL icon
28
Oracle
ORCL
$635B
$3.16M 0.65%
+14,456
SFM icon
29
Sprouts Farmers Market
SFM
$7.96B
$2.99M 0.62%
+18,173
DKNG icon
30
DraftKings
DKNG
$14.7B
$2.79M 0.58%
+65,105
NU icon
31
Nu Holdings
NU
$76.7B
$2.69M 0.56%
+196,100
MNSO icon
32
MINISO
MNSO
$6.51B
$2.65M 0.55%
+145,300
VRT icon
33
Vertiv
VRT
$65.4B
$2.53M 0.52%
+19,666
TPR icon
34
Tapestry
TPR
$20.8B
$2.43M 0.5%
27,623
-36,921
NET icon
35
Cloudflare
NET
$73.8B
$2.38M 0.49%
+12,138
GRAB icon
36
Grab
GRAB
$22.1B
$2.33M 0.48%
463,000
+366,449
ZS icon
37
Zscaler
ZS
$47.4B
$2.3M 0.47%
+7,329
ZLAB icon
38
Zai Lab
ZLAB
$2.41B
$1.93M 0.4%
+55,210
CASY icon
39
Casey's General Stores
CASY
$20B
$1.91M 0.39%
+3,748
APH icon
40
Amphenol
APH
$164B
$1.51M 0.31%
+15,295
CRDO icon
41
Credo Technology Group
CRDO
$25.2B
$1.49M 0.31%
+16,100
URI icon
42
United Rentals
URI
$53.1B
$1.18M 0.24%
+1,561
YSG
43
Yatsen Holding
YSG
$642M
$1.02M 0.21%
+105,400
SPOT icon
44
Spotify
SPOT
$131B
$324K 0.07%
422
-603
ROK icon
45
Rockwell Automation
ROK
$42.3B
$290K 0.06%
874
-693
WMB icon
46
Williams Companies
WMB
$74.5B
$258K 0.05%
4,106
-21,025
WRD
47
WeRide Inc
WRD
$2.41B
$184K 0.04%
+23,291
FLNC icon
48
Fluence Energy
FLNC
$2.35B
$134K 0.03%
+20,000
BABA icon
49
Alibaba
BABA
$367B
– –
-13,383
BJ icon
50
BJs Wholesale Club
BJ
$12.4B
– –
-18,864
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