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
376
$225K 0.06%
+9,855
377
$225K 0.06%
+8,029
378
$223K 0.06%
+7,228
379
$220K 0.06%
+2,151
380
$220K 0.06%
+4,312
381
$220K 0.06%
+8,962
382
$220K 0.06%
+28,949
383
$219K 0.06%
+3,952
384
$218K 0.06%
+5,349
385
$218K 0.06%
+13,075
386
$217K 0.06%
+3,335
387
$217K 0.06%
+6,050
388
$217K 0.06%
+7,586
389
$217K 0.06%
+7,278
390
$217K 0.06%
+6,788
391
$217K 0.06%
25,809
+10,594
392
$216K 0.06%
+9,939
393
$216K 0.06%
+3,225
394
$216K 0.06%
+12,532
395
$214K 0.06%
+3,442
396
$214K 0.06%
+6,176
397
$213K 0.06%
+4,835
398
$213K 0.06%
+6,409
399
$213K 0.06%
+9,499
400
$212K 0.06%
+12,066
14 15
16
17 18