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
301
$285K 0.08%
+10,891
302
$283K 0.08%
12,667
+1,844
303
$283K 0.08%
+6,394
304
$283K 0.08%
+11,224
305
$281K 0.08%
3,273
+647
306
$280K 0.08%
+8,471
307
$279K 0.08%
+2,204
308
$279K 0.08%
+1,667
309
$278K 0.08%
+9,945
310
$276K 0.08%
+1,212
311
$276K 0.08%
2,207
+491
312
$274K 0.07%
+10,988
313
$273K 0.07%
+8,652
314
$273K 0.07%
+3,724
315
$272K 0.07%
+5,037
316
$271K 0.07%
+5,215
317
$271K 0.07%
+3,955
318
$270K 0.07%
+13,919
319
$270K 0.07%
7,390
-1,571
320
$270K 0.07%
11,845
-2,161
321
$269K 0.07%
+6,025
322
$269K 0.07%
+2,870
323
$268K 0.07%
+16,840
324
$268K 0.07%
+7,432
325
$267K 0.07%
5,424
-777
11 12
13
14 15