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
326
$265K 0.07%
+5,257
327
$265K 0.07%
+13,267
328
$265K 0.07%
+3,543
329
$264K 0.07%
+3,827
330
$263K 0.07%
+4,560
331
$262K 0.07%
+10,348
332
$261K 0.07%
+6,291
333
$259K 0.07%
45,213
+5,494
334
$259K 0.07%
19,838
+5,942
335
$257K 0.07%
5,101
+861
336
$256K 0.07%
+9,929
337
$255K 0.07%
+19,325
338
$250K 0.07%
+4,012
339
$248K 0.07%
+5,836
340
$248K 0.07%
+6,430
341
$248K 0.07%
+3,286
342
$244K 0.07%
4,665
+928
343
$244K 0.07%
+11,167
344
$243K 0.07%
+4,219
345
$242K 0.07%
+6,040
346
$242K 0.07%
+2,819
347
$242K 0.07%
+17,106
348
$241K 0.07%
+6,022
349
$240K 0.07%
+932
350
$240K 0.07%
+2,368
12 13
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