KI

Keystone Investors Portfolio holdings

AUM $865M
1-Year Est. Return 114.29%
This Quarter Est. Return
1 Year Est. Return
+114.29%
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
+$129M
2
+$99.7M
3
+$92.1M
4
FWONK icon
Liberty Media Series C
FWONK
+$71.1M
5
NVDA icon
NVIDIA
NVDA
+$50M

Top Sells

1
+$80.7M
2
+$77.2M
3
+$57M
4
APO icon
Apollo Global Management
APO
+$54.7M
5
SAP icon
SAP
SAP
+$28.4M

Sector Composition

1 Consumer Discretionary 43.03%
2 Technology 25.39%
3 Communication Services 17.71%
4 Financials 10.6%
5 Industrials 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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79
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82
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83
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-8,717
84
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85
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86
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-1,124,042
87
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88
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-376,062
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