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
$209M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$53M
2
+$27.3M
3
+$21.9M
4
AMD icon
Advanced Micro Devices
AMD
+$13.8M
5
EPAM icon
EPAM Systems
EPAM
+$9.04M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 52.25%
2 Technology 23.56%
3 Energy 12.24%
4 Industrials 3.78%
5 Consumer Staples 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53M 25.36%
+650,279
2
$27.3M 13.04%
+643,046
3
$21.9M 10.45%
+399,828
4
$13.8M 6.59%
+212,850
5
$9.04M 4.32%
+27,584
6
$8.35M 3.99%
+940,740
7
$8.02M 3.83%
+33,428
8
$7.82M 3.74%
+211,136
9
$7.43M 3.55%
+276,410
10
$7.39M 3.54%
+609,026
11
$5.9M 2.82%
+118,012
12
$5.63M 2.69%
+161,650
13
$4.92M 2.35%
+594,015
14
$3.97M 1.9%
+7,267
15
$3.51M 1.68%
+41,750
16
$3.06M 1.46%
+31,378
17
$2.01M 0.96%
+6,149
18
$1.92M 0.92%
+25,748
19
$1.3M 0.62%
+23,177
20
$1.28M 0.61%
+4,000
21
$1.27M 0.61%
+6,432
22
$1.15M 0.55%
+25,310
23
$986K 0.47%
+15,650
24
$869K 0.42%
+12,203
25
$805K 0.38%
+10,952
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