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
326
$278K 0.07%
+7,064
327
$277K 0.07%
1,646
-317
328
$277K 0.07%
8,205
+1,796
329
$275K 0.07%
9,650
-3,589
330
$274K 0.07%
+3,496
331
$273K 0.06%
+149
332
$273K 0.06%
+9,371
333
$273K 0.06%
4,988
+1,200
334
$273K 0.06%
2,833
-1,491
335
$270K 0.06%
11,018
-2,568
336
$267K 0.06%
+5,211
337
$265K 0.06%
+3,817
338
$263K 0.06%
23,000
-11,808
339
$261K 0.06%
1,216
-1,291
340
$260K 0.06%
7,056
-6,091
341
$260K 0.06%
+6,409
342
$260K 0.06%
+17,942
343
$259K 0.06%
10,658
-12,406
344
$258K 0.06%
6,726
-8,972
345
$258K 0.06%
+3,203
346
$257K 0.06%
5,106
+939
347
$256K 0.06%
+1,986
348
$256K 0.06%
+11,284
349
$256K 0.06%
1,466
-808
350
$256K 0.06%
+5,909
12 13
14
15 16