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
$367M
AUM Growth
+$249M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
607
New
Increased
Reduced
Closed

Top Buys

1
+$82.6M
2
+$39.7M
3
+$13.1M
4
WBS icon
Webster Financial
WBS
+$1.39M
5
SINA
Sina Corp
SINA
+$1.39M

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 12.11%
3 Healthcare 9.88%
4 Industrials 7.04%
5 Financials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$832K 0.23%
+6,547
52
$825K 0.23%
11,156
+5,170
53
$814K 0.22%
+9,364
54
$812K 0.22%
49,567
+37,914
55
$808K 0.22%
5,350
+2,226
56
$794K 0.22%
5,539
+3,567
57
$765K 0.21%
12,209
+6,645
58
$763K 0.21%
5,325
+2,893
59
$762K 0.21%
+57,034
60
$760K 0.21%
22,537
+12,688
61
$741K 0.2%
13,599
+7,666
62
$739K 0.2%
+30,671
63
$737K 0.2%
8,056
+3,672
64
$728K 0.2%
+19,317
65
$720K 0.2%
+14,609
66
$719K 0.2%
+18,729
67
$717K 0.2%
+4,429
68
$715K 0.2%
8,989
+3,236
69
$714K 0.19%
14,864
+1,579
70
$704K 0.19%
+18,578
71
$696K 0.19%
1,182
+459
72
$683K 0.19%
+16,468
73
$680K 0.19%
+14,974
74
$672K 0.18%
+16,275
75
$670K 0.18%
+10,365
1 2
3
4 5