KI

Keystone Investors Portfolio holdings

AUM $484M
1-Year Est. Return 80.06%
This Quarter Est. Return
1 Year Est. Return
+80.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$500M
AUM Growth
+$291M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$72.1M
2
+$58.5M
3
+$50.4M
4
MSFT icon
Microsoft
MSFT
+$40.5M
5
GOTU icon
Gaotu Techedu
GOTU
+$23.5M

Top Sells

1
+$14M
2
+$7.43M
3
+$7.27M
4
MU icon
Micron Technology
MU
+$6.8M
5
TME icon
Tencent Music
TME
+$4.92M

Sector Composition

1 Technology 40.88%
2 Consumer Staples 27.76%
3 Consumer Discretionary 23.23%
4 Energy 7.44%
5 Communication Services 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-3,535
52
– –
-7,426
53
– –
-276,410
54
– –
-3,021
1 2
3