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
$1.15B
AUM Growth
-$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$62.9M
2
+$51.2M
3
+$48.4M
4
CRL icon
Charles River Laboratories
CRL
+$33.5M
5
APO icon
Apollo Global Management
APO
+$26.9M

Top Sells

1
+$118M
2
+$99.8M
3
+$80.2M
4
ARES icon
Ares Management
ARES
+$68.2M
5
LLY icon
Eli Lilly
LLY
+$42.8M

Sector Composition

1 Technology 33.2%
2 Consumer Discretionary 22.33%
3 Financials 15.73%
4 Communication Services 14.55%
5 Consumer Staples 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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-5,946
77
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78
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79
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80
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81
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-1,420
82
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-14,532
83
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-14,208
84
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-11,208
85
– –
-10,014
1 2 3
4