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
276
$304K 0.08%
+5,384
277
$304K 0.08%
+4,100
278
$304K 0.08%
+6,951
279
$302K 0.08%
+4,172
280
$301K 0.08%
+1,169
281
$297K 0.08%
+7,554
282
$297K 0.08%
+521
283
$297K 0.08%
36,566
+10,098
284
$297K 0.08%
+26,569
285
$295K 0.08%
+29,776
286
$294K 0.08%
+5,203
287
$294K 0.08%
4,093
-266
288
$293K 0.08%
4,958
+1,348
289
$291K 0.08%
+11,720
290
$289K 0.08%
+3,049
291
$289K 0.08%
+4,969
292
$289K 0.08%
+6,035
293
$288K 0.08%
+8,185
294
$286K 0.08%
+7,485
295
$286K 0.08%
+7,152
296
$286K 0.08%
+9,744
297
$286K 0.08%
+9,259
298
$285K 0.08%
7,020
+2,228
299
$285K 0.08%
+1,706
300
$285K 0.08%
3,823
-4,661
10 11
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