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
$421M
AUM Growth
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
643
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$6.77M
3
+$6.76M
4
OA
Orbital ATK, Inc.
OA
+$6.53M
5
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
+$5.58M

Top Sells

1
+$15.7M
2
+$1.39M
3
+$1.39M
4
INTU icon
Intuit
INTU
+$1.22M
5
SINA
Sina Corp
SINA
+$1.17M

Sector Composition

1 Utilities 21.99%
2 Technology 13.04%
3 Financials 8.11%
4 Healthcare 7.58%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$304K 0.07%
+1,620
302
$302K 0.07%
+6,701
303
$301K 0.07%
+15,371
304
$299K 0.07%
+5,041
305
$298K 0.07%
+15,806
306
$295K 0.07%
+3,809
307
$290K 0.07%
3,803
-1,597
308
$289K 0.07%
8,535
+1,145
309
$287K 0.07%
4,386
-2,006
310
$286K 0.07%
7,350
-1,173
311
$284K 0.07%
2,600
-3,123
312
$284K 0.07%
12,857
-35,782
313
$283K 0.07%
2,481
-4,262
314
$282K 0.07%
6,628
-1,188
315
$282K 0.07%
+5,423
316
$281K 0.07%
+3,101
317
$281K 0.07%
+6,591
318
$281K 0.07%
8,793
-939
319
$281K 0.07%
+16,886
320
$280K 0.07%
+7,605
321
$280K 0.07%
+8,939
322
$280K 0.07%
2,340
+330
323
$279K 0.07%
+13,561
324
$279K 0.07%
+10,572
325
$278K 0.07%
+1,620
11 12
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