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
426
$201K 0.05%
+15,854
427
$201K 0.05%
+2,135
428
$201K 0.05%
+7,747
429
$197K 0.05%
+10,666
430
$190K 0.05%
+16,275
431
$189K 0.05%
+10,759
432
$189K 0.05%
+10,968
433
$188K 0.05%
+5,648
434
$186K 0.05%
10,759
+134
435
$184K 0.05%
+30,285
436
$181K 0.05%
+24,724
437
$172K 0.05%
+23,339
438
$165K 0.05%
+14,894
439
$163K 0.04%
+12,619
440
$162K 0.04%
+13,999
441
$144K 0.04%
+15,643
442
$144K 0.04%
6,704
-47
443
$142K 0.04%
1,795
-2,025
444
$142K 0.04%
+15,023
445
$134K 0.04%
+6,496
446
$133K 0.04%
15,521
+2,223
447
$129K 0.04%
+613
448
$127K 0.03%
+14,510
449
$126K 0.03%
+567
450
$122K 0.03%
+10,976
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