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
251
$323K 0.09%
+4,665
252
$322K 0.09%
17,446
-12,422
253
$321K 0.09%
+9,732
254
$321K 0.09%
4,223
-643
255
$320K 0.09%
+8,888
256
$319K 0.09%
+38,709
257
$318K 0.09%
+1,963
258
$317K 0.09%
4,363
+629
259
$316K 0.09%
+3,084
260
$315K 0.09%
+7,173
261
$314K 0.09%
+15,938
262
$313K 0.09%
+15,098
263
$312K 0.09%
+5,216
264
$310K 0.08%
+4,662
265
$309K 0.08%
+5,437
266
$309K 0.08%
+16,591
267
$309K 0.08%
+21,830
268
$309K 0.08%
+2,670
269
$308K 0.08%
+8,523
270
$308K 0.08%
+20,821
271
$306K 0.08%
+10,472
272
$306K 0.08%
+6,282
273
$306K 0.08%
+2,921
274
$305K 0.08%
+6,933
275
$304K 0.08%
+4,425
9 10
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