KI

Koch Industries Portfolio holdings

AUM $853M
1-Year Est. Return 37.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-37.49%
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 +$4.2M
2 +$839K
3 +$836K
4
MASI icon
Masimo
MASI
+$709K
5
CRUS icon
Cirrus Logic
CRUS
+$707K

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 18.78%
2 Healthcare 10.21%
3 Industrials 7.79%
4 Communication Services 7.4%
5 Financials 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-5,146
302
-4,812
303
-12,665