We are live on ! Find out more
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
$367M
AUM Growth
+$249M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
607
New
Increased
Reduced
Closed

Top Buys

1
+$77.7M
2
+$42M
3
+$12.9M
4
SINA
Sina Corp
SINA
+$1.37M
5
WBS icon
Webster Financial
WBS
+$1.34M

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 12.02%
3 Healthcare 9.88%
4 Industrials 7.21%
5 Financials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
– –
-3,803
552
– –
-14,066
553
– –
-6,931
554
– –
-18,577
555
– –
-13,358
556
– –
-24,543
557
– –
-3,727
558
– –
-8,408
559
– –
-8,144
560
– –
-8,109
561
– –
-11,935
562
– –
-3,968
563
– –
-12,551
564
– –
-13,923
565
– –
-5,045
566
– –
-17,264
567
– –
-18,555
568
– –
-7,440
569
– –
-1,192
570
– –
-18,820
571
– –
-8,645
572
– –
-49
573
– –
-3,718
574
– –
-2,545
575
– –
-11,288
21 22
23
24 25