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
$576M
AUM Growth
+$76.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$43.1M
2 +$36.2M
3 +$35.6M
4
SMCI icon
Super Micro Computer
SMCI
+$30.1M
5
MSFT icon
Microsoft
MSFT
+$27.2M

Top Sells

1 +$31.2M
2 +$26.5M
3 +$24.2M
4
AMAT icon
Applied Materials
AMAT
+$22.5M
5
PDD icon
Pinduoduo
PDD
+$17.9M

Sector Composition

1 Technology 51.26%
2 Financials 16.34%
3 Consumer Staples 13.95%
4 Consumer Discretionary 10.02%
5 Communication Services 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-8,742
52
-418,776
53
-17,135