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
351
$255K 0.06%
2,306
-3,967
352
$255K 0.06%
2,590
-494
353
$254K 0.06%
4,355
-1,714
354
$253K 0.06%
3,436
-3,459
355
$251K 0.06%
+8,495
356
$250K 0.06%
+3,725
357
$250K 0.06%
+13,448
358
$249K 0.06%
+3,922
359
$249K 0.06%
+2,935
360
$248K 0.06%
1,831
-815
361
$248K 0.06%
42,308
-2,905
362
$246K 0.06%
4,016
-1,187
363
$246K 0.06%
+7,658
364
$244K 0.06%
8,716
-3,805
365
$244K 0.06%
+2,498
366
$241K 0.06%
7,232
-2,027
367
$240K 0.06%
2,068
-1,147
368
$240K 0.06%
+3,613
369
$239K 0.06%
+1,811
370
$239K 0.06%
+4,553
371
$238K 0.06%
5,610
-1,875
372
$238K 0.06%
+4,103
373
$237K 0.06%
+2,988
374
$235K 0.06%
4,830
-385
375
$235K 0.06%
3,740
-212
13 14
15
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