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
$684M
AUM Growth
+$263M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
822
New
Increased
Reduced
Closed

Top Buys

1
+$58M
2
+$33.6M
3
+$25.8M
4
OA
Orbital ATK, Inc.
OA
+$12.6M
5
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
+$9.82M

Top Sells

1
+$26M
2
+$2.16M
3
+$1.42M
4
MDT icon
Medtronic
MDT
+$1.42M
5
TRCO
TRIBUNE MEDIA COMPANY CLASS A
TRCO
+$1.35M

Sector Composition

1 Utilities 14.02%
2 Communication Services 11.06%
3 Technology 10.27%
4 Industrials 9.66%
5 Financials 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$407K 0.06%
+9,665
327
$404K 0.06%
6,210
-9,911
328
$404K 0.06%
+9,635
329
$403K 0.06%
+8,514
330
$402K 0.06%
+13,036
331
$401K 0.06%
+7,544
332
$400K 0.06%
2,535
+349
333
$397K 0.06%
+13,347
334
$395K 0.06%
+24,608
335
$394K 0.06%
13,504
+4,035
336
$394K 0.06%
4,073
-1,491
337
$393K 0.06%
+18,053
338
$393K 0.06%
4,590
-5,654
339
$392K 0.06%
+8,088
340
$386K 0.06%
+12,988
341
$384K 0.06%
+16,780
342
$384K 0.06%
+7,194
343
$381K 0.06%
+13,424
344
$381K 0.06%
4,763
-2,386
345
$381K 0.06%
+2,206
346
$379K 0.06%
11,741
+2,802
347
$378K 0.06%
+5,852
348
$377K 0.06%
+1,675
349
$377K 0.06%
6,652
-12,689
350
$377K 0.06%
5,889
-1,415
12 13
14
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