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
$1.37B
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$118M
2
+$73.7M
3
+$71.7M
4
FWONK icon
Liberty Media Series C
FWONK
+$70.7M
5
NVDA icon
NVIDIA
NVDA
+$48.7M

Top Sells

1
+$80.2M
2
+$69.8M
3
+$54.7M
4
NOW icon
ServiceNow
NOW
+$52.4M
5
SAP icon
SAP
SAP
+$26.4M

Sector Composition

1 Consumer Discretionary 43.03%
2 Technology 25.01%
3 Communication Services 17.71%
4 Financials 10.99%
5 Industrials 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.33M 0.1%
2,389
-3,734
52
$1.27M 0.09%
+10,678
53
$1.06M 0.08%
+58,557
54
$872K 0.06%
+6,107
55
$766K 0.06%
+7,220
56
$703K 0.05%
+793
57
$596K 0.04%
4,567
-1,514
58
$435K 0.03%
1,491
-6,111
59
$313K 0.02%
+12,208
60
$251K 0.02%
+1,268
61
$233K 0.02%
+2,120
62
$207K 0.02%
+6,093
63
$203K 0.01%
+347
64
$152K 0.01%
13,780
-341
65
$97.4K 0.01%
10,404
-10,038
66
$55.5K ﹤0.01%
+10,395
67
$49.8K ﹤0.01%
+1,566
68
– –
-11,224
69
– –
-48,304
70
– –
-463,147
71
– –
-33,300
72
– –
-11,622
73
– –
-5,826
74
– –
-8,717
75
– –
-66,530
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3
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