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
401
$212K 0.06%
+1,287
402
$212K 0.06%
+5,226
403
$211K 0.06%
+5,648
404
$210K 0.06%
+3,273
405
$210K 0.06%
+3,029
406
$209K 0.06%
+5,975
407
$209K 0.06%
+5,734
408
$209K 0.06%
+4,482
409
$209K 0.06%
+2,671
410
$209K 0.06%
+7,346
411
$208K 0.06%
+6,519
412
$208K 0.06%
+1,866
413
$208K 0.06%
4,250
414
$208K 0.06%
+1,803
415
$207K 0.06%
807
-149
416
$207K 0.06%
+8,544
417
$206K 0.06%
+2,915
418
$206K 0.06%
1,400
-850
419
$206K 0.06%
3,054
-1,544
420
$205K 0.06%
+9,078
421
$205K 0.06%
+2,628
422
$204K 0.06%
+23,641
423
$203K 0.06%
+4,167
424
$203K 0.06%
+1,955
425
$201K 0.05%
+2,869
15 16
17
18 19