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

Top Buys

1
+$78.4M
2
+$39.6M
3
+$35.5M
4
SE icon
Sea Limited
SE
+$34.1M
5
AVGO icon
Broadcom
AVGO
+$21M

Top Sells

1
+$29.9M
2
+$25.8M
3
+$21.4M
4
AS icon
Amer Sports
AS
+$14.3M
5
SAP icon
SAP
SAP
+$13.8M

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
YSG
51
Yatsen Holding
YSG
$529M
$1.25M 0.14%
138,166
+32,766
TSM icon
52
TSMC
TSM
$1.57T
$838K 0.1%
+3,001
NOW icon
53
ServiceNow
NOW
$177B
$815K 0.09%
+886
RBLX icon
54
Roblox
RBLX
$69.5B
$769K 0.09%
+5,555
MDB icon
55
MongoDB
MDB
$33.7B
$745K 0.09%
+2,399
SPOT icon
56
Spotify
SPOT
$121B
$737K 0.09%
1,056
+634
AS icon
57
Amer Sports
AS
$21.5B
$711K 0.08%
20,456
-412,714
CGNX icon
58
Cognex
CGNX
$6.41B
$644K 0.07%
+14,222
HD icon
59
Home Depot
HD
$344B
$614K 0.07%
+1,515
ZS icon
60
Zscaler
ZS
$38.8B
$445K 0.05%
1,486
-5,843
NFLX icon
61
Netflix
NFLX
$410B
$440K 0.05%
+3,670
GM icon
62
General Motors
GM
$72B
$429K 0.05%
+7,040
U icon
63
Unity
U
$21.2B
$409K 0.05%
+10,212
GAP
64
The Gap Inc
GAP
$9.73B
$355K 0.04%
+16,600
ORLY icon
65
O'Reilly Automotive
ORLY
$79.6B
$316K 0.04%
+2,935
URI icon
66
United Rentals
URI
$50.3B
$242K 0.03%
253
-1,308
IREN icon
67
Iris Energy
IREN
$13.5B
$231K 0.03%
+4,920
FLS icon
68
Flowserve
FLS
$9.21B
$202K 0.02%
+3,800
NET icon
69
Cloudflare
NET
$73.2B
– –
-12,138
AMZN icon
70
Amazon
AMZN
$2.44T
– –
-97,472
APH icon
71
Amphenol
APH
$170B
– –
-15,295
CASY icon
72
Casey's General Stores
CASY
$20.9B
– –
-3,748
CRDO icon
73
Credo Technology Group
CRDO
$30.8B
– –
-16,100
CYBR icon
74
CyberArk
CYBR
$23.7B
– –
-8,151
DIS icon
75
Walt Disney
DIS
$191B
– –
-27,071
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