KI

Koch Inc Portfolio holdings

AUM $723M
1-Year Est. Return 16.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-16.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$464M
AUM Growth
-$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Technology 39.94%
2 Communication Services 30.12%
3 Materials 17.78%
4 Real Estate 12.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$185M 39.94%
4,389,129
2
$140M 30.12%
80,733,607
3
$65.4M 14.09%
7,034,609
4
$56.4M 12.17%
15,126,917
5
$17.1M 3.69%
13,480,083