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
$1.15B
AUM Growth
-$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$62.9M
2
+$51.2M
3
+$48.4M
4
CRL icon
Charles River Laboratories
CRL
+$33.5M
5
APO icon
Apollo Global Management
APO
+$26.9M

Top Sells

1
+$118M
2
+$99.8M
3
+$80.2M
4
ARES icon
Ares Management
ARES
+$68.2M
5
LLY icon
Eli Lilly
LLY
+$42.8M

Sector Composition

1 Technology 33.2%
2 Consumer Discretionary 22.33%
3 Financials 15.73%
4 Communication Services 14.55%
5 Consumer Staples 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.51M 0.13%
+10,971
52
$1.49M 0.13%
+64,000
53
$1.46M 0.13%
+3,430
54
$1.18M 0.1%
19,022
+15,806
55
$1.12M 0.1%
+5,720
56
$1.1M 0.1%
+13,484
57
$1.04M 0.09%
+57,898
58
$977K 0.08%
+7,180
59
$832K 0.07%
+10,781
60
$819K 0.07%
+4,250
61
$707K 0.06%
3,418
+949
62
$471K 0.04%
11,595
+4,407
63
$455K 0.04%
+4,528
64
$380K 0.03%
+461
65
$369K 0.03%
+2,565
66
$284K 0.02%
+3,921
67
$265K 0.02%
+1,926
68
$253K 0.02%
1,464
-444
69
$238K 0.02%
3,090
-15,500
70
$213K 0.02%
13,468
-1,447
71
$207K 0.02%
+1,392
72
$169K 0.01%
14,669
-10,396
73
$131K 0.01%
+11,727
74
– –
-17,409
75
– –
-316
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3
4