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
376
$234K 0.06%
7,073
-9,395
377
$234K 0.06%
+13,106
378
$233K 0.06%
+4,533
379
$232K 0.06%
+9,821
380
$232K 0.06%
2,120
-3,306
381
$230K 0.05%
+4,093
382
$229K 0.05%
+5,627
383
$229K 0.05%
+5,521
384
$228K 0.05%
3,078
-559
385
$228K 0.05%
+4,216
386
$226K 0.05%
+8,013
387
$226K 0.05%
+11,522
388
$226K 0.05%
+16,067
389
$226K 0.05%
12,052
-10,314
390
$226K 0.05%
1,314
-392
391
$226K 0.05%
4,415
-67
392
$225K 0.05%
+8,129
393
$225K 0.05%
+7,341
394
$223K 0.05%
7,918
-6,651
395
$222K 0.05%
7,784
-245
396
$221K 0.05%
+3,260
397
$221K 0.05%
+4,279
398
$220K 0.05%
+11,523
399
$219K 0.05%
+9,120
400
$219K 0.05%
+4,542
14 15
16
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