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
76
$661K 0.18%
17,050
+10,788
77
$661K 0.18%
+8,544
78
$659K 0.18%
6,743
+2,960
79
$654K 0.18%
+39,562
80
$650K 0.18%
6,815
+3,460
81
$648K 0.18%
13,012
+247
82
$646K 0.18%
+22,142
83
$637K 0.17%
+10,062
84
$635K 0.17%
10,494
+1,207
85
$630K 0.17%
+34,411
86
$629K 0.17%
+6,273
87
$629K 0.17%
+10,048
88
$627K 0.17%
+26,890
89
$623K 0.17%
9,638
+6,021
90
$618K 0.17%
+13,574
91
$618K 0.17%
+4,880
92
$614K 0.17%
+5,723
93
$614K 0.17%
+41,967
94
$612K 0.17%
+5,614
95
$604K 0.16%
12,431
+5,702
96
$600K 0.16%
+8,638
97
$595K 0.16%
+22,272
98
$592K 0.16%
+63,216
99
$586K 0.16%
+2,111
100
$584K 0.16%
+15,698
2 3
4
5 6