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

Top Buys

1
+$69.6M
2
+$50.9M
3
+$42.2M
4
SNPS icon
Synopsys
SNPS
+$33.7M
5
PDD icon
Pinduoduo
PDD
+$33.4M

Top Sells

1
+$36.5M
2
+$25.1M
3
+$16.5M
4
SNOW icon
Snowflake
SNOW
+$12.6M
5
SMCI icon
Super Micro Computer
SMCI
+$9.4M

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