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

Top Buys

1
+$129M
2
+$99.7M
3
+$92.1M
4
FWONK icon
Liberty Media Series C
FWONK
+$71.1M
5
NVDA icon
NVIDIA
NVDA
+$50M

Top Sells

1
+$80.7M
2
+$77.2M
3
+$57M
4
APO icon
Apollo Global Management
APO
+$54.7M
5
SAP icon
SAP
SAP
+$28.4M

Sector Composition

1 Consumer Discretionary 43.03%
2 Technology 25.39%
3 Communication Services 17.71%
4 Financials 10.6%
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%
+2,084
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
– –
-13,999
69
– –
-11,224
70
– –
-48,304
71
– –
-463,147
72
– –
-33,300
73
– –
-15,546
74
– –
-106,278
75
– –
-16,631
1 2
3
4