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
351
$240K 0.07%
+7,838
352
$240K 0.07%
+5,360
353
$240K 0.07%
66,360
-166,800
354
$238K 0.06%
+14,429
355
$237K 0.06%
+15,200
356
$237K 0.06%
+3,134
357
$237K 0.06%
+6,370
358
$237K 0.06%
+18,416
359
$236K 0.06%
+3,894
360
$236K 0.06%
+2,758
361
$236K 0.06%
+3,637
362
$235K 0.06%
+9,406
363
$235K 0.06%
+2,010
364
$234K 0.06%
+7,206
365
$234K 0.06%
+6,676
366
$234K 0.06%
+17,775
367
$233K 0.06%
+2,432
368
$233K 0.06%
+4,475
369
$231K 0.06%
+2,734
370
$231K 0.06%
+6,507
371
$230K 0.06%
+3,788
372
$230K 0.06%
+11,095
373
$227K 0.06%
+5,872
374
$227K 0.06%
20,910
+5,220
375
$227K 0.06%
+9,048
13 14
15
16 17