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
551
$235K 0.03%
+2,261
552
$234K 0.03%
+3,822
553
$234K 0.03%
+7,212
554
$234K 0.03%
+10,196
555
$233K 0.03%
4,087
-4,333
556
$233K 0.03%
3,426
-1,209
557
$233K 0.03%
6,559
-1,570
558
$233K 0.03%
+15,695
559
$232K 0.03%
+6,237
560
$231K 0.03%
+12,298
561
$231K 0.03%
17,211
-12,027
562
$230K 0.03%
12,625
-5,139
563
$230K 0.03%
+3,408
564
$230K 0.03%
1,959
-7,186
565
$230K 0.03%
6,736
-6,031
566
$229K 0.03%
+4,821
567
$229K 0.03%
+3,052
568
$229K 0.03%
+1,359
569
$229K 0.03%
+3,133
570
$229K 0.03%
+5,779
571
$228K 0.03%
2,124
-2,531
572
$228K 0.03%
+2,794
573
$228K 0.03%
+17,072
574
$227K 0.03%
+7,665
575
$227K 0.03%
18,211
-8,491
21 22
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