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
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$56.4M
2
+$37.1M
3
+$30.6M
4
AMZN icon
Amazon
AMZN
+$17.9M
5
MSFT icon
Microsoft
MSFT
+$11.4M

Top Sells

1
+$54.5M
2
+$25.9M
3
+$25M
4
LULU icon
lululemon athletica
LULU
+$23.9M
5
MRVL icon
Marvell Technology
MRVL
+$18.6M

Sector Composition

1 Technology 41.63%
2 Consumer Discretionary 21.27%
3 Financials 13.56%
4 Communication Services 11.64%
5 Consumer Staples 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$833K 0.07%
+5,826
52
$640K 0.05%
6,081
+1,553
53
$633K 0.05%
3,046
-372
54
$555K 0.05%
13,999
+2,404
55
$516K 0.04%
+6,231
56
$330K 0.03%
+2,178
57
$244K 0.02%
1,607
-958
58
$243K 0.02%
5,164
-1,160,419
59
$164K 0.01%
+20,442
60
$163K 0.01%
14,121
-548
61
$70.6K 0.01%
11,320
-407
62
– –
-1,464
63
– –
-15,057
64
– –
-57,898
65
– –
-3,921
66
– –
-90,233
67
– –
-1,392
68
– –
-1,926
69
– –
-461
70
– –
-8,300
71
– –
-18,101
72
– –
-165,930
73
– –
-4,342
74
– –
-10,971
75
– –
-13,468
1 2
3
4