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
101
$303K 0.26%
+6,296
102
$302K 0.26%
+3,783
103
$299K 0.25%
+6,729
104
$298K 0.25%
+2,240
105
$297K 0.25%
+3,684
106
$296K 0.25%
+5,828
107
$295K 0.25%
+5,911
108
$294K 0.25%
+2,785
109
$294K 0.25%
+19,969
110
$293K 0.25%
+3,820
111
$292K 0.25%
+12,522
112
$288K 0.25%
+19,298
113
$288K 0.25%
+6,262
114
$287K 0.24%
+2,923
115
$285K 0.24%
+2,774
116
$283K 0.24%
5,328
+531
117
$283K 0.24%
+3,734
118
$282K 0.24%
+5,236
119
$282K 0.24%
+8,842
120
$280K 0.24%
+1,824
121
$279K 0.24%
+2,232
122
$277K 0.24%
+3,706
123
$276K 0.23%
+27,282
124
$275K 0.23%
+4,718
125
$270K 0.23%
+2,626
3 4
5
6 7