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
$576M
AUM Growth
+$76.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$43.1M
2
+$36.2M
3
+$35.6M
4
SMCI icon
Super Micro Computer
SMCI
+$30.1M
5
MSFT icon
Microsoft
MSFT
+$27.2M

Top Sells

1
+$31.2M
2
+$26.5M
3
+$24.2M
4
AMAT icon
Applied Materials
AMAT
+$22.5M
5
PDD icon
Pinduoduo
PDD
+$17.9M

Sector Composition

1 Technology 51.26%
2 Financials 16.34%
3 Consumer Staples 13.95%
4 Consumer Discretionary 10.02%
5 Communication Services 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$86.4M 14.99%
253,633
+79,867
2
$85.5M 14.83%
2,021,050
-573,210
3
$68.3M 11.84%
1,728,559
+260,810
4
$43.1M 7.47%
+446,868
5
$36.5M 6.33%
578,339
+573,015
6
$35.6M 6.17%
+1,541,458
7
$30.8M 5.34%
1,234,530
+1,209,340
8
$27.2M 4.72%
393,522
-259,111
9
$26.8M 4.65%
235,244
-82,401
10
$21.3M 3.69%
+219,820
11
$15.4M 2.67%
+87,557
12
$13.5M 2.34%
+193,092
13
$11M 1.91%
84,445
+36,469
14
$9.76M 1.69%
8,240
-2,628
15
$8.57M 1.49%
+244,026
16
$7.63M 1.32%
2,639,186
-2,934,654
17
$7.46M 1.29%
874,656
-353,993
18
$6.77M 1.17%
176,951
-75,977
19
$5.37M 0.93%
369,651
-234,956
20
$4.49M 0.78%
2,534,967
-17,651,333
21
$3.55M 0.62%
+40,870
22
$2.59M 0.45%
26,347
+10,127
23
$2.53M 0.44%
8,822
-5,403
24
$2.53M 0.44%
+5,813
25
$2.49M 0.43%
+10,630
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