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
76
$351K 0.3%
+11,836
77
$349K 0.3%
+4,359
78
$349K 0.3%
+17,264
79
$346K 0.29%
+723
80
$345K 0.29%
+3,998
81
$344K 0.29%
+2,406
82
$343K 0.29%
+5,564
83
$341K 0.29%
+2,204
84
$335K 0.29%
+6,050
85
$325K 0.28%
+17,826
86
$323K 0.27%
+3,968
87
$322K 0.27%
+2,432
88
$322K 0.27%
+14,006
89
$319K 0.27%
8,144
+2,201
90
$316K 0.27%
+7,113
91
$313K 0.27%
+24,543
92
$312K 0.27%
+7,343
93
$308K 0.26%
+9,797
94
$308K 0.26%
+2,380
95
$307K 0.26%
+6,920
96
$307K 0.26%
+12,325
97
$306K 0.26%
+5,217
98
$305K 0.26%
+4,598
99
$304K 0.26%
+3,733
100
$304K 0.26%
+6,201
2 3
4
5 6