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
$118M
AUM Growth
+$73.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$4.23M
2
+$944K
3
+$844K
4
MASI icon
Masimo
MASI
+$803K
5
AKAM icon
Akamai
AKAM
+$762K

Top Sells

1
+$2.73M
2
+$475K
3
+$400K
4
DST
DST Systems Inc.
DST
+$258K
5
DVN icon
Devon Energy
DVN
+$241K

Sector Composition

1 Technology 18.84%
2 Healthcare 10.21%
3 Industrials 7.72%
4 Communication Services 7.4%
5 Financials 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$553K 0.47%
+8,504
27
$542K 0.46%
3,142
+1,905
28
$534K 0.45%
+4,104
29
$528K 0.45%
+2,357
30
$524K 0.45%
6,156
+3,249
31
$521K 0.44%
+10,423
32
$508K 0.43%
11,980
+6,260
33
$504K 0.43%
+4,671
34
$494K 0.42%
+15,562
35
$490K 0.42%
+13,656
36
$485K 0.41%
+3,135
37
$485K 0.41%
+3,684
38
$484K 0.41%
+5,511
39
$483K 0.41%
+2,621
40
$482K 0.41%
+9,287
41
$480K 0.41%
+5,753
42
$468K 0.4%
+3,633
43
$466K 0.4%
18,577
+7,942
44
$462K 0.39%
+14,727
45
$458K 0.39%
+15,488
46
$449K 0.38%
10,820
+4,920
47
$445K 0.38%
3,718
+1,514
48
$444K 0.38%
3,124
+1,346
49
$437K 0.37%
5,986
+2,171
50
$434K 0.37%
+7,078
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