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
451
$299K 0.04%
10,500
-2,336
452
$298K 0.04%
+5,501
453
$298K 0.04%
21,816
-1,184
454
$298K 0.04%
+21,607
455
$297K 0.04%
5,460
-3,020
456
$297K 0.04%
+9,029
457
$295K 0.04%
+10,511
458
$295K 0.04%
+5,021
459
$294K 0.04%
+29,200
460
$293K 0.04%
+4,912
461
$293K 0.04%
4,247
-1,478
462
$290K 0.04%
2,534
-9,111
463
$290K 0.04%
3,821
+690
464
$289K 0.04%
+7,687
465
$288K 0.04%
+4,139
466
$287K 0.04%
+6,074
467
$286K 0.04%
2,548
+67
468
$286K 0.04%
6,306
+1,095
469
$286K 0.04%
+4,578
470
$286K 0.04%
+4,490
471
$285K 0.04%
+7,868
472
$284K 0.04%
+8,161
473
$284K 0.04%
+11,848
474
$282K 0.04%
+10,455
475
$279K 0.04%
+7,683
17 18
19
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