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

Top Buys

1
+$118M
2
+$73.7M
3
+$71.7M
4
FWONK icon
Liberty Media Series C
FWONK
+$70.7M
5
NVDA icon
NVIDIA
NVDA
+$48.7M

Top Sells

1
+$80.2M
2
+$69.8M
3
+$54.7M
4
NOW icon
ServiceNow
NOW
+$52.4M
5
SAP icon
SAP
SAP
+$26.4M

Sector Composition

1 Consumer Discretionary 43.03%
2 Technology 25.01%
3 Communication Services 17.71%
4 Financials 10.99%
5 Industrials 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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82
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83
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84
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85
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86
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-1,607
87
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-53,241
88
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-376,062
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