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
$1.19B
AUM Growth
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$52.8M
2
+$37.8M
3
+$28.5M
4
AMZN icon
Amazon
AMZN
+$17M
5
MSFT icon
Microsoft
MSFT
+$10.8M

Top Sells

1
+$59.1M
2
+$25M
3
+$24.6M
4
LULU icon
lululemon athletica
LULU
+$23.9M
5
MRVL icon
Marvell Technology
MRVL
+$18.6M

Sector Composition

1 Technology 41.63%
2 Consumer Discretionary 21.27%
3 Financials 13.56%
4 Communication Services 11.64%
5 Consumer Staples 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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