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
$684M
AUM Growth
+$263M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
822
New
Increased
Reduced
Closed

Top Buys

1
+$58M
2
+$33.6M
3
+$25.8M
4
OA
Orbital ATK, Inc.
OA
+$12.6M
5
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
+$9.82M

Top Sells

1
+$26M
2
+$2.16M
3
+$1.42M
4
MDT icon
Medtronic
MDT
+$1.42M
5
TRCO
TRIBUNE MEDIA COMPANY CLASS A
TRCO
+$1.35M

Sector Composition

1 Utilities 14.02%
2 Communication Services 11.06%
3 Technology 10.27%
4 Industrials 9.66%
5 Financials 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$462K 0.07%
+10,140
277
$462K 0.07%
16,919
+1,501
278
$462K 0.07%
52,348
+28,091
279
$460K 0.07%
2,605
-2,653
280
$459K 0.07%
+12,243
281
$458K 0.07%
+9,192
282
$457K 0.07%
+9,428
283
$454K 0.07%
17,710
+10,637
284
$453K 0.07%
+6,715
285
$452K 0.07%
260
+111
286
$450K 0.07%
+8,199
287
$448K 0.07%
6,943
-1,670
288
$447K 0.07%
+5,656
289
$447K 0.07%
3,725
+502
290
$445K 0.07%
11,987
+4,382
291
$442K 0.06%
2,993
-6,940
292
$441K 0.06%
+1,777
293
$439K 0.06%
+14,148
294
$439K 0.06%
+4,186
295
$439K 0.06%
19,030
+11,689
296
$437K 0.06%
3,514
-206
297
$437K 0.06%
+9,088
298
$436K 0.06%
+20,439
299
$435K 0.06%
+7,510
300
$434K 0.06%
+14,508
10 11
12
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