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
$691M
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$192M

Top Sells

No sells this quarter

Sector Composition

1 Financials 26.89%
2 Materials 24.26%
3 Technology 23.23%
4 Communication Services 19.38%
5 Real Estate 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$186M 26.89%
+12,181,352
2
$161M 23.23%
4,389,129
3
$141M 20.44%
7,034,609
4
$134M 19.38%
80,733,607
5
$43.1M 6.24%
15,126,917
6
$26.4M 3.82%
13,480,083