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
$865M
AUM Growth
+$381M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$67.6M
2
+$32.7M
3
+$30.9M
4
BABA icon
Alibaba
BABA
+$26M
5
AVGO icon
Broadcom
AVGO
+$19.5M

Top Sells

1
+$29.7M
2
+$25.8M
3
+$21.4M
4
AS icon
Amer Sports
AS
+$15.6M
5
SAP icon
SAP
SAP
+$14.5M

Sector Composition

1 Technology 36.73%
2 Consumer Discretionary 24.42%
3 Communication Services 20.17%
4 Industrials 9.31%
5 Healthcare 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
YSG
51
Yatsen Holding
YSG
$365M
$1.25M 0.14%
138,166
+32,766
TSM icon
52
TSMC
TSM
$1.75T
$838K 0.1%
+3,001
NOW icon
53
ServiceNow
NOW
$119B
$815K 0.09%
+4,430
RBLX icon
54
Roblox
RBLX
$40B
$769K 0.09%
+5,555
MDB icon
55
MongoDB
MDB
$21B
$745K 0.09%
+2,399
SPOT icon
56
Spotify
SPOT
$106B
$737K 0.09%
1,056
+634
AS icon
57
Amer Sports
AS
$18.8B
$711K 0.08%
20,456
-412,714
CGNX icon
58
Cognex
CGNX
$7.95B
$644K 0.07%
+14,222
HD icon
59
Home Depot
HD
$338B
$614K 0.07%
+1,515
ZS icon
60
Zscaler
ZS
$24.7B
$445K 0.05%
1,486
-5,843
NFLX icon
61
Netflix
NFLX
$402B
$440K 0.05%
+3,670
GM icon
62
General Motors
GM
$65.4B
$429K 0.05%
+7,040
U icon
63
Unity
U
$8.41B
$409K 0.05%
+10,212
GAP
64
The Gap Inc
GAP
$8.64B
$355K 0.04%
+16,600
ORLY icon
65
O'Reilly Automotive
ORLY
$76.8B
$316K 0.04%
+2,935
URI icon
66
United Rentals
URI
$46.4B
$242K 0.03%
253
-1,308
IREN icon
67
Iris Energy
IREN
$13.8B
$231K 0.03%
+4,920
FLS icon
68
Flowserve
FLS
$9.45B
$202K 0.02%
+3,800
EA icon
69
Electronic Arts
EA
$49.9B
– –
-21,231
GRAB icon
70
Grab
GRAB
$15.2B
– –
-463,000
HTHT icon
71
Huazhu Hotels Group
HTHT
$15.5B
– –
-204,227
LYV icon
72
Live Nation Entertainment
LYV
$36.2B
– –
-26,073
MMYT icon
73
MakeMyTrip
MMYT
$4.32B
– –
-99,592
PDD icon
74
Pinduoduo
PDD
$146B
– –
-31,515
ROK icon
75
Rockwell Automation
ROK
$40.6B
– –
-874
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