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
576
$227K 0.03%
+8,286
577
$227K 0.03%
+13,370
578
$226K 0.03%
1,320
-3,885
579
$226K 0.03%
1,189
-1,015
580
$225K 0.03%
1,310
-810
581
$224K 0.03%
7,244
-5,029
582
$224K 0.03%
+2,497
583
$223K 0.03%
+5,097
584
$222K 0.03%
+1,151
585
$222K 0.03%
+4,831
586
$221K 0.03%
4,126
+978
587
$221K 0.03%
+4,220
588
$220K 0.03%
+4,590
589
$220K 0.03%
+1,697
590
$219K 0.03%
4,180
-10,760
591
$219K 0.03%
+3,879
592
$218K 0.03%
+10,227
593
$218K 0.03%
+3,296
594
$218K 0.03%
+1,906
595
$218K 0.03%
+41,595
596
$217K 0.03%
+2,574
597
$217K 0.03%
+12,810
598
$217K 0.03%
+9,087
599
$216K 0.03%
+5,737
600
$215K 0.03%
+9,804
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