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
$367M
AUM Growth
+$249M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
607
New
Increased
Reduced
Closed

Top Buys

1
+$82.6M
2
+$39.7M
3
+$13.1M
4
WBS icon
Webster Financial
WBS
+$1.39M
5
SINA
Sina Corp
SINA
+$1.39M

Top Sells

1
+$844K
2
+$804K
3
+$798K
4
ATHM icon
Autohome
ATHM
+$639K
5
MOMO
Hello Group
MOMO
+$639K

Sector Composition

1 Utilities 22.6%
2 Technology 12.11%
3 Healthcare 9.88%
4 Industrials 7.04%
5 Financials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$350K 0.1%
+5,987
227
$349K 0.1%
+9,141
228
$349K 0.1%
+11,278
229
$348K 0.09%
+9,753
230
$348K 0.09%
+6,069
231
$348K 0.09%
+4,614
232
$345K 0.09%
6,392
-686
233
$342K 0.09%
+12,180
234
$341K 0.09%
10,802
+3,565
235
$341K 0.09%
+5,532
236
$340K 0.09%
+3,737
237
$339K 0.09%
+3,959
238
$339K 0.09%
+7,711
239
$337K 0.09%
+7,816
240
$335K 0.09%
+7,322
241
$333K 0.09%
+5,178
242
$332K 0.09%
+15,658
243
$331K 0.09%
+12,627
244
$329K 0.09%
9,196
+3,671
245
$327K 0.09%
2,646
+846
246
$327K 0.09%
+5,924
247
$325K 0.09%
+12,521
248
$324K 0.09%
+6,114
249
$324K 0.09%
11,219
-1,303
250
$324K 0.09%
+11,523
8 9
10
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