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KI

Koch Industries Portfolio holdings

AUM $853M
1-Year Est. Return 37.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-37.49%
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
+$11.5M
2
+$6.87M
3
+$6.68M
4
OA
Orbital ATK, Inc.
OA
+$5.37M
5
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
+$5.35M

Top Sells

1
+$15.7M
2
+$1.39M
3
+$1.39M
4
INTU icon
Intuit
INTU
+$1.18M
5
HOLX
Hologic
HOLX
+$1.13M

Sector Composition

1 Utilities 21.99%
2 Technology 12.91%
3 Financials 8.11%
4 Healthcare 7.58%
5 Industrials 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$71K 0.02%
+10,360
452
$66K 0.02%
+10,948
453
– –
-11,167
454
– –
-10,062
455
– –
-10,631
456
– –
-39,819
457
– –
-10,884
458
– –
-4,475
459
– –
-7,346
460
– –
-7,278
461
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-10,348
462
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-2,870
463
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-6,370
464
– –
-6,788
465
– –
-4,363
466
– –
-15,938
467
– –
-11,845
468
– –
-11,655
469
– –
-8,471
470
– –
-18,416
471
– –
-9,364
472
– –
-14,526
473
– –
-22,272
474
– –
-10,717
475
– –
-15,521
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19
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