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
$367M
AUM Growth
+$249M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
607
New
Increased
Reduced
Closed

Top Buys

1
+$82.6M
2
+$39.7M
3
+$13.1M
4
WBS icon
Webster Financial
WBS
+$1.39M
5
SINA
Sina Corp
SINA
+$1.39M

Top Sells

1
+$844K
2
+$804K
3
+$798K
4
ATHM icon
Autohome
ATHM
+$639K
5
MOMO
Hello Group
MOMO
+$639K

Sector Composition

1 Utilities 22.6%
2 Technology 12.11%
3 Healthcare 9.88%
4 Industrials 7.04%
5 Financials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.13M 0.31%
24,784
+17,441
27
$1.12M 0.31%
18,019
+9,515
28
$1.1M 0.3%
35,087
+28,771
29
$1.09M 0.3%
+13,361
30
$1.08M 0.3%
23,340
+11,360
31
$1.03M 0.28%
8,284
+6,131
32
$1.01M 0.27%
+12,653
33
$994K 0.27%
29,695
+19,898
34
$990K 0.27%
+10,752
35
$973K 0.27%
12,499
+6,756
36
$971K 0.26%
+7,976
37
$970K 0.26%
12,607
+8,901
38
$962K 0.26%
3,835
+2,706
39
$955K 0.26%
4,597
+2,567
40
$931K 0.25%
33,568
+21,243
41
$912K 0.25%
5,772
+4,351
42
$880K 0.24%
19,588
+14,404
43
$877K 0.24%
7,219
+5,722
44
$867K 0.24%
6,222
+2,589
45
$867K 0.24%
+7,139
46
$866K 0.24%
9,318
+870
47
$861K 0.23%
+12,963
48
$852K 0.23%
14,526
+7,233
49
$850K 0.23%
+30,501
50
$846K 0.23%
4,276
+2,888
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