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
$865M
AUM Growth
+$381M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$67.6M
2
+$32.7M
3
+$30.9M
4
BABA icon
Alibaba
BABA
+$26M
5
AVGO icon
Broadcom
AVGO
+$19.5M

Top Sells

1
+$29.7M
2
+$25.8M
3
+$21.4M
4
AS icon
Amer Sports
AS
+$15.6M
5
SAP icon
SAP
SAP
+$14.5M

Sector Composition

1 Technology 36.73%
2 Consumer Discretionary 24.42%
3 Communication Services 20.17%
4 Industrials 9.31%
5 Healthcare 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RIOT icon
26
Riot Platforms
RIOT
$5.32B
$6.62M 0.77%
+348,000
ULTA icon
27
Ulta Beauty
ULTA
$23.8B
$6.6M 0.76%
+12,080
SFM icon
28
Sprouts Farmers Market
SFM
$7.76B
$6.28M 0.73%
57,730
+39,557
SAP icon
29
SAP
SAP
$222B
$6.27M 0.72%
23,449
-51,487
TPR icon
30
Tapestry
TPR
$28.8B
$6.04M 0.7%
53,319
+25,696
ICLR icon
31
Icon
ICLR
$7.51B
$5.87M 0.68%
+33,526
ONON icon
32
On Holding
ONON
$12.6B
$5.29M 0.61%
+125,024
SNOW icon
33
Snowflake
SNOW
$61.1B
$5.11M 0.59%
22,635
+7,535
PONY
34
Pony AI Inc
PONY
$4.96B
$4.98M 0.58%
+221,408
ZEPP
35
Zepp Health
ZEPP
$299M
$4.81M 0.56%
+105,100
BE icon
36
Bloom Energy
BE
$43.3B
$4.79M 0.55%
+56,603
WMB icon
37
Williams Companies
WMB
$89.6B
$4.78M 0.55%
75,439
+71,333
PANW icon
38
Palo Alto Networks
PANW
$136B
$4.61M 0.53%
+22,649
NU icon
39
Nu Holdings
NU
$67.4B
$4.48M 0.52%
280,100
+84,000
MNSO icon
40
MINISO
MNSO
$5.06B
$4.32M 0.5%
192,100
+46,800
UNH icon
41
UnitedHealth
UNH
$256B
$4.3M 0.5%
+12,450
BROS icon
42
Dutch Bros
BROS
$6.01B
$3.99M 0.46%
+76,276
LLY icon
43
Eli Lilly
LLY
$880B
$3.97M 0.46%
+5,200
EBAY icon
44
eBay
EBAY
$40.9B
$3.52M 0.41%
+38,666
ROP icon
45
Roper Technologies
ROP
$36.1B
$3.49M 0.4%
+7,000
ISRG icon
46
Intuitive Surgical
ISRG
$168B
$3M 0.35%
+6,700
LMT icon
47
Lockheed Martin
LMT
$149B
$2.55M 0.29%
+5,100
AVAV icon
48
AeroVironment
AVAV
$10.3B
$2.36M 0.27%
+7,480
GOOGL icon
49
Alphabet (Google) Class A
GOOGL
$3.66T
$1.57M 0.18%
+6,467
RTX icon
50
RTX Corp
RTX
$275B
$1.28M 0.15%
+7,657
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