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
$840M
AUM Growth
+$264M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$69.3M
2
+$54.4M
3
+$41.3M
4
PDD icon
Pinduoduo
PDD
+$38M
5
SNPS icon
Synopsys
SNPS
+$34.6M

Top Sells

1
+$36.5M
2
+$23.8M
3
+$18.4M
4
SNOW icon
Snowflake
SNOW
+$11.8M
5
MELI icon
Mercado Libre
MELI
+$9.31M

Sector Composition

1 Technology 38.86%
2 Financials 21.66%
3 Consumer Staples 12.75%
4 Consumer Discretionary 11.72%
5 Communication Services 11.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-12,000
52
– –
-6,233
53
– –
-19,833
1 2
3