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
$118M
AUM Growth
+$73.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$4.23M
2
+$944K
3
+$844K
4
MASI icon
Masimo
MASI
+$803K
5
AKAM icon
Akamai
AKAM
+$762K

Top Sells

1
+$2.73M
2
+$475K
3
+$400K
4
DST
DST Systems Inc.
DST
+$258K
5
DVN icon
Devon Energy
DVN
+$241K

Sector Composition

1 Technology 18.84%
2 Healthcare 10.21%
3 Industrials 7.72%
4 Communication Services 7.4%
5 Financials 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$431K 0.37%
+5,377
52
$430K 0.37%
+3,711
53
$417K 0.35%
+4,384
54
$415K 0.35%
+18,555
55
$413K 0.35%
+5,743
56
$411K 0.35%
+5,421
57
$409K 0.35%
5,072
+1,954
58
$401K 0.34%
+1,721
59
$398K 0.34%
+7,729
60
$395K 0.34%
+4,866
61
$394K 0.34%
+29,868
62
$393K 0.33%
+2,030
63
$389K 0.33%
+43,079
64
$384K 0.33%
7,293
+1,787
65
$375K 0.32%
+2,250
66
$369K 0.31%
+11,924
67
$367K 0.31%
7,843
+2,121
68
$366K 0.31%
+4,079
69
$366K 0.31%
+12,498
70
$365K 0.31%
+2,793
71
$357K 0.3%
+7,108
72
$355K 0.3%
+9,849
73
$352K 0.3%
+5,251
74
$352K 0.3%
30,950
+10,458
75
$351K 0.3%
8,961
+6,322
1 2
3
4 5