KI

Keystone Investors Portfolio holdings

AUM $1.11B
1-Year Est. Return 121.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+121.36%
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
+$53.6M
2
+$35.9M
3
+$22.8M
4
SAP icon
SAP
SAP
+$20.4M
5
WDC icon
Western Digital
WDC
+$15.8M

Top Sells

1
+$96.3M
2
+$94.8M
3
+$62.7M
4
HTHT icon
Huazhu Hotels Group
HTHT
+$59.5M
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
26
$3.3M 0.68%
31,515
+28,615
27
$3.21M 0.66%
6,259
+2,222
28
$3.16M 0.65%
+14,456
29
$2.99M 0.62%
+18,173
30
$2.79M 0.58%
+65,105
31
$2.69M 0.56%
+196,100
32
$2.65M 0.55%
+145,300
33
$2.53M 0.52%
+19,666
34
$2.43M 0.5%
27,623
-36,921
35
$2.38M 0.49%
+12,138
36
$2.33M 0.48%
463,000
+366,449
37
$2.3M 0.47%
+7,329
38
$1.93M 0.4%
+55,210
39
$1.91M 0.39%
+3,748
40
$1.51M 0.31%
+15,295
41
$1.49M 0.31%
+16,100
42
$1.18M 0.24%
+1,561
43
$1.02M 0.21%
+105,400
44
$324K 0.07%
422
-603
45
$290K 0.06%
874
-693
46
$258K 0.05%
4,106
-21,025
47
$184K 0.04%
+23,291
48
$134K 0.03%
+20,000
49
– –
-4,929
50
– –
-6,020
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