KI

Koch Inc Portfolio holdings

AUM $922M
1-Year Est. Return 16.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$757M
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$84.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 26.95%
2 Materials 23.85%
3 Financials 21.44%
4 Communication Services 21.12%
5 Real Estate 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$162M 21.44%
12,181,352
2
$160M 21.12%
80,733,607
3
$135M 17.85%
7,034,609
4
$122M 16.15%
4,389,129
5
$81.7M 10.8%
+1,700,231
6
$50.2M 6.64%
15,126,917
7
$45.4M 6%
13,480,083