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
$1.19B
AUM Growth
+$346M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$52.1M
2
+$51.1M
3
+$33.3M
4
AMD icon
Advanced Micro Devices
AMD
+$28M
5
AMZN icon
Amazon
AMZN
+$23.4M

Top Sells

1
+$29.5M
2
+$24.6M
3
+$8.63M
4
LI icon
Li Auto
LI
+$6.38M
5
MSFT icon
Microsoft
MSFT
+$5.31M

Sector Composition

1 Technology 34.61%
2 Financials 24.56%
3 Consumer Discretionary 13.33%
4 Communication Services 12.25%
5 Consumer Staples 11.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-3,350
52
– –
-1,835
53
– –
-178,945
54
– –
-21,500
55
– –
-897,560
56
– –
-11,050
57
– –
-10,067
1 2
3