KI

Koch Industries Portfolio holdings

AUM $853M
1-Year Est. Return 40.17%
This Quarter Est. Return
1 Year Est. Return
-40.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
+$73.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$4.23M
2
+$944K
3
+$844K
4
MASI icon
Masimo
MASI
+$803K
5
AKAM icon
Akamai
AKAM
+$762K

Top Sells

1
+$2.73M
2
+$475K
3
+$400K
4
DST
DST Systems Inc.
DST
+$258K
5
DVN icon
Devon Energy
DVN
+$241K

Sector Composition

1 Technology 18.84%
2 Healthcare 10.21%
3 Industrials 7.72%
4 Communication Services 7.4%
5 Financials 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$203K 0.17%
+11,653
227
$203K 0.17%
+4,273
228
$203K 0.17%
+1,917
229
$202K 0.17%
+2,878
230
$202K 0.17%
+3,737
231
$201K 0.17%
+2,466
232
$200K 0.17%
4,250
233
$200K 0.17%
13,298
-6,212
234
$196K 0.17%
+11,213
235
$195K 0.17%
+11,909
236
$193K 0.16%
+26,468
237
$192K 0.16%
13,070
-1,446
238
$189K 0.16%
+23,072
239
$183K 0.16%
+30,298
240
$182K 0.15%
+11,530
241
$175K 0.15%
+14,004
242
$171K 0.15%
+1,192
243
$169K 0.14%
+10,625
244
$169K 0.14%
+13,923
245
$165K 0.14%
+10,248
246
$165K 0.14%
+11,935
247
$162K 0.14%
+14,651
248
$153K 0.13%
+12,274
249
$151K 0.13%
+11,306
250
$138K 0.12%
+11,133
8 9
10
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