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
401
$218K 0.05%
24,257
+9,234
402
$217K 0.05%
+5,798
403
$217K 0.05%
+4,314
404
$217K 0.05%
+3,226
405
$217K 0.05%
+3,131
406
$217K 0.05%
+4,503
407
$217K 0.05%
41,078
+17,437
408
$213K 0.05%
5,333
-3,555
409
$212K 0.05%
5,531
-1,697
410
$211K 0.05%
+2,639
411
$210K 0.05%
+1,125
412
$210K 0.05%
+7,820
413
$210K 0.05%
4,467
-2,579
414
$210K 0.05%
12,133
-3,067
415
$210K 0.05%
+8,171
416
$209K 0.05%
+7,412
417
$206K 0.05%
17,376
-45,840
418
$206K 0.05%
+4,719
419
$205K 0.05%
+11,923
420
$204K 0.05%
2,648
-1,575
421
$204K 0.05%
+4,960
422
$204K 0.05%
+1,635
423
$203K 0.05%
+4,963
424
$201K 0.05%
14,739
-19,962
425
$199K 0.05%
+20,429
15 16
17
18 19