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
$684M
AUM Growth
+$263M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
822
New
Increased
Reduced
Closed

Top Buys

1
+$58M
2
+$33.6M
3
+$25.8M
4
OA
Orbital ATK, Inc.
OA
+$12.6M
5
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
+$9.82M

Top Sells

1
+$26M
2
+$2.16M
3
+$1.42M
4
MDT icon
Medtronic
MDT
+$1.42M
5
TRCO
TRIBUNE MEDIA COMPANY CLASS A
TRCO
+$1.35M

Sector Composition

1 Utilities 14.02%
2 Communication Services 11.06%
3 Technology 10.27%
4 Industrials 9.66%
5 Financials 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$328K 0.05%
6,440
-4,331
402
$328K 0.05%
4,192
+1,544
403
$327K 0.05%
+636
404
$327K 0.05%
3,623
-3,042
405
$327K 0.05%
+8,139
406
$326K 0.05%
+7,059
407
$325K 0.05%
20,486
-8,287
408
$325K 0.05%
+11,140
409
$324K 0.05%
+4,402
410
$324K 0.05%
6,334
-235
411
$324K 0.05%
12,630
-14,280
412
$324K 0.05%
+12,290
413
$324K 0.05%
+19,335
414
$323K 0.05%
+8,361
415
$322K 0.05%
10,050
-3,543
416
$322K 0.05%
+652
417
$322K 0.05%
56,970
-12,782
418
$321K 0.05%
+4,900
419
$321K 0.05%
19,207
+7,074
420
$320K 0.05%
+4,782
421
$320K 0.05%
6,032
+926
422
$320K 0.05%
+11,143
423
$319K 0.05%
6,993
-2,898
424
$318K 0.05%
16,235
-4,974
425
$317K 0.05%
+5,319
15 16
17
18 19