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
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$56.4M
2
+$37.1M
3
+$30.6M
4
AMZN icon
Amazon
AMZN
+$17.9M
5
MSFT icon
Microsoft
MSFT
+$11.4M

Top Sells

1
+$54.5M
2
+$25.9M
3
+$25M
4
LULU icon
lululemon athletica
LULU
+$23.9M
5
MRVL icon
Marvell Technology
MRVL
+$18.6M

Sector Composition

1 Technology 41.63%
2 Consumer Discretionary 21.27%
3 Financials 13.56%
4 Communication Services 11.64%
5 Consumer Staples 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$139M 11.69%
1,123,055
-42,815
2
$134M 11.31%
266,172
+109
3
$121M 10.2%
270,890
+25,570
4
$87.5M 7.37%
1,126,188
+20,147
5
$83M 6.99%
986,403
+101,224
6
$57.6M 4.85%
285,572
+279,852
7
$55.2M 4.65%
285,533
+92,730
8
$54.8M 4.62%
69,717
+8,540
9
$54.7M 4.61%
463,147
-64,587
10
$49.4M 4.16%
691,520
-209,024
11
$49.3M 4.15%
369,593
-51,732
12
$44.8M 3.77%
696,253
-187,800
13
$41.4M 3.48%
311,044
+278,859
14
$35.1M 2.96%
58,998
-43,561
15
$30.6M 2.58%
+235,788
16
$22M 1.85%
106,278
-17,339
17
$12M 1.01%
1,124,042
-258,946
18
$6.51M 0.55%
40,570
+11,520
19
$5.18M 0.44%
+66,530
20
$5.17M 0.44%
71,154
+68,064
21
$5.05M 0.43%
+29,472
22
$4.91M 0.41%
8,841
+2,114
23
$4.87M 0.41%
91,948
-19,649
24
$4.78M 0.4%
15,546
-7,661
25
$4.73M 0.4%
376,062
-12,688
1
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