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
426
$198K 0.05%
+13,561
427
$193K 0.05%
10,991
-1,075
428
$191K 0.05%
+11,891
429
$188K 0.04%
+10,205
430
$187K 0.04%
+24,316
431
$186K 0.04%
+12,594
432
$186K 0.04%
+4,481
433
$181K 0.04%
23,618
+3,780
434
$178K 0.04%
+18,812
435
$176K 0.04%
+13,637
436
$174K 0.04%
+3,148
437
$166K 0.04%
7,606
+902
438
$151K 0.04%
+3,905
439
$150K 0.04%
16,076
-20,490
440
$139K 0.03%
10,484
-275
441
$138K 0.03%
12,902
-1,992
442
$138K 0.03%
10,607
-17,062
443
$137K 0.03%
+1,026
444
$127K 0.03%
14,104
-406
445
$125K 0.03%
20,136
-4,588
446
$109K 0.03%
+10,456
447
$106K 0.03%
13,872
-15,077
448
$105K 0.02%
+10,655
449
$92K 0.02%
+2,065
450
$89K 0.02%
+13,802
16 17
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