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
$1.19B
AUM Growth
+$346M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$52.1M
2
+$51.1M
3
+$33.3M
4
AMD icon
Advanced Micro Devices
AMD
+$28M
5
AMZN icon
Amazon
AMZN
+$23.4M

Top Sells

1
+$29.5M
2
+$24.6M
3
+$8.63M
4
LI icon
Li Auto
LI
+$6.38M
5
MSFT icon
Microsoft
MSFT
+$5.31M

Sector Composition

1 Technology 34.61%
2 Financials 24.56%
3 Consumer Discretionary 13.33%
4 Communication Services 12.25%
5 Consumer Staples 11.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$123M 10.33%
2,474,350
+219,770
2
$118M 9.96%
333,747
+94,038
3
$117M 9.87%
311,348
-14,120
4
$111M 9.36%
934,360
+429,953
5
$106M 8.9%
722,032
-58,997
6
$105M 8.83%
1,429,515
+15,842
7
$99.8M 8.41%
4,187,932
+2,186,732
8
$58.5M 4.93%
113,581
+32,383
9
$51.2M 4.31%
72,413
-1,546
10
$42.8M 3.61%
73,399
+18,799
11
$42.2M 3.55%
628,248
+216,267
12
$32.2M 2.71%
211,702
+153,720
13
$30.3M 2.55%
2,395,473
-277,727
14
$28.6M 2.41%
194,001
+189,882
15
$26.9M 2.27%
288,674
-316,886
16
$26M 2.19%
279,449
+69,022
17
$9.26M 0.78%
33,998
-12,809
18
$7.68M 0.65%
+284,900
19
$3.46M 0.29%
6,776
-2,370
20
$3.34M 0.28%
2,123
+1,229
21
$3.19M 0.27%
+64,800
22
$3.05M 0.26%
27,320
+3,190
23
$2.99M 0.25%
+5,488
24
$2.87M 0.24%
+17,409
25
$2.64M 0.22%
6,191
+3,301
1
2 3