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
$43.8M
AUM Growth
+$5.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$475K
3
+$415K
4
SINA
Sina Corp
SINA
+$400K
5
NTES icon
NetEase
NTES
+$373K

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.56%
2 Energy 7.4%
3 Materials 6.22%
4 Communication Services 6.03%
5 Financials 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$228K 0.52%
+5,900
27
$228K 0.52%
+5,943
28
$228K 0.52%
+4,797
29
$228K 0.52%
+5,146
30
$227K 0.52%
+5,720
31
$222K 0.51%
+3,118
32
$220K 0.5%
+10,635
33
$220K 0.5%
+3,321
34
$219K 0.5%
+31,390
35
$217K 0.5%
+1,896
36
$216K 0.49%
+14,516
37
$216K 0.49%
+4,673
38
$213K 0.49%
+7,930
39
$213K 0.49%
+20,492
40
$213K 0.49%
+2,700
41
$205K 0.47%
+2,907
42
$205K 0.47%
+11,101
43
$205K 0.47%
+1,778
44
$204K 0.47%
+4,250
45
$203K 0.46%
+1,237
46
$203K 0.46%
+8,114
47
$202K 0.46%
+3,447
48
$185K 0.42%
+25,685
49
$185K 0.42%
+19,834
50
$172K 0.39%
+10,947
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