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

Top Buys

1
+$69.3M
2
+$63.7M
3
+$46.5M
4
CRM icon
Salesforce
CRM
+$41.9M
5
TER icon
Teradyne
TER
+$38.7M

Top Sells

1
+$143M
2
+$78M
3
+$48.1M
4
META icon
Meta Platforms (Facebook)
META
+$45.2M
5
YUMC icon
Yum China
YUMC
+$38.4M

Sector Composition

1 Technology 35.52%
2 Consumer Discretionary 35.5%
3 Financials 14.9%
4 Communication Services 9.69%
5 Consumer Staples 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-2,389
102
– –
-5,742
103
– –
-46,743
104
– –
-10,923
1 2 3 4
5