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
$840M
AUM Growth
+$264M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$69.3M
2
+$54.4M
3
+$41.3M
4
PDD icon
Pinduoduo
PDD
+$38M
5
SNPS icon
Synopsys
SNPS
+$34.6M

Top Sells

1
+$36.5M
2
+$23.8M
3
+$18.4M
4
SNOW icon
Snowflake
SNOW
+$11.8M
5
MELI icon
Mercado Libre
MELI
+$9.31M

Sector Composition

1 Technology 38.86%
2 Financials 21.66%
3 Consumer Staples 12.75%
4 Consumer Discretionary 11.72%
5 Communication Services 11.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$103M 12.23%
325,468
+71,835
2
$98.1M 11.67%
2,254,580
+233,530
3
$82.8M 9.85%
1,413,673
-314,886
4
$76.6M 9.11%
781,029
+387,507
5
$72M 8.56%
239,709
+230,887
6
$54.4M 6.47%
+605,560
7
$51.9M 6.17%
504,407
+57,539
8
$46.3M 5.51%
2,001,200
+459,742
9
$41.3M 4.92%
+73,959
10
$37.3M 4.43%
81,198
+75,385
11
$29.3M 3.49%
+54,600
12
$24.6M 2.93%
897,560
-336,970
13
$24.4M 2.9%
+2,673,200
14
$24.3M 2.89%
411,981
+218,889
15
$21.1M 2.51%
210,427
-9,393
16
$11M 1.3%
46,807
+36,177
17
$7.37M 0.88%
57,982
-26,463
18
$6.38M 0.76%
178,945
-65,081
19
$3.53M 0.42%
+9,146
20
$2.52M 0.3%
+10,067
21
$2.5M 0.3%
+13,769
22
$2.43M 0.29%
+6,950
23
$2M 0.24%
24,130
-16,740
24
$1.97M 0.23%
+11,700
25
$1.82M 0.22%
20,024
-6,323
1
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