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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
$421M
AUM Growth
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
643
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$6.87M
3
+$6.68M
4
OA
Orbital ATK, Inc.
OA
+$5.37M
5
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
+$5.35M

Top Sells

1
+$15.7M
2
+$1.39M
3
+$1.39M
4
INTU icon
Intuit
INTU
+$1.18M
5
HOLX
Hologic
HOLX
+$1.13M

Sector Composition

1 Utilities 21.99%
2 Technology 12.91%
3 Financials 8.11%
4 Healthcare 7.58%
5 Industrials 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
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-19,325
627
– –
-9,945
628
– –
-4,665
629
– –
-13,075
630
– –
-1,572
631
– –
-341
632
– –
-57,034
633
– –
-11,281
634
– –
-13,815
635
– –
-2,921
636
– –
-17,775
637
– –
-9,499
638
– –
-5,235
639
– –
-6,176
640
– –
-10,666
641
– –
-12,307
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