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
$1.43B
AUM Growth
+$64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$69.8M
2
+$68.3M
3
+$46M
4
CIEN icon
Ciena
CIEN
+$45.3M
5
CRM icon
Salesforce
CRM
+$43.9M

Top Sells

1
+$120M
2
+$85.1M
3
+$46.8M
4
META icon
Meta Platforms (Facebook)
META
+$45M
5
YUMC icon
Yum China
YUMC
+$39M

Sector Composition

1 Technology 35.53%
2 Consumer Discretionary 35.5%
3 Financials 14.88%
4 Communication Services 9.69%
5 Consumer Staples 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.1M 0.15%
+11,554
52
$2.1M 0.15%
+8,500
53
$2.06M 0.14%
+4,127
54
$2.06M 0.14%
+13,311
55
$2.05M 0.14%
+19,270
56
$1.87M 0.13%
83,042
-15,201
57
$1.78M 0.12%
+12,940
58
$1.64M 0.11%
29,918
+228
59
$1.59M 0.11%
+6,157
60
$1.42M 0.1%
+6,086
61
$1.15M 0.08%
1,909
-4,303
62
$1.03M 0.07%
+6,294
63
$794K 0.06%
3,224
-158,255
64
$639K 0.04%
9,949
-97,773
65
$545K 0.04%
4,144
-18,957
66
$391K 0.03%
+1,907
67
$322K 0.02%
+8,648
68
$292K 0.02%
12,172
-36
69
$265K 0.02%
+2,465
70
$259K 0.02%
+1,174
71
$255K 0.02%
5,617
-28,433
72
$250K 0.02%
2,823
+739
73
$243K 0.02%
+3,102
74
$232K 0.02%
+1,496
75
$221K 0.02%
+527
1 2
3
4 5