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
$1.43B
AUM Growth
+$64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$69.8M
2
+$68.3M
3
+$46M
4
CIEN icon
Ciena
CIEN
+$45.3M
5
CRM icon
Salesforce
CRM
+$43.9M

Top Sells

1
+$120M
2
+$85.1M
3
+$46.8M
4
META icon
Meta Platforms (Facebook)
META
+$45M
5
YUMC icon
Yum China
YUMC
+$39M

Sector Composition

1 Technology 35.53%
2 Consumer Discretionary 35.5%
3 Financials 14.88%
4 Communication Services 9.69%
5 Consumer Staples 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$220K 0.02%
+1,233
77
$218K 0.02%
3,579
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