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
101
$584K 0.16%
+6,732
102
$582K 0.16%
+15,987
103
$581K 0.16%
+23,064
104
$574K 0.16%
+8,328
105
$568K 0.15%
+5,770
106
$566K 0.15%
2,676
+55
107
$561K 0.15%
+5,124
108
$554K 0.15%
3,917
-187
109
$551K 0.15%
9,682
+5,566
110
$551K 0.15%
+10,649
111
$548K 0.15%
+39,819
112
$547K 0.15%
+25,750
113
$537K 0.15%
+63,671
114
$535K 0.15%
30,799
-6,701
115
$533K 0.15%
+13,993
116
$533K 0.15%
30,501
+18,056
117
$532K 0.15%
2,893
+1,449
118
$530K 0.14%
3,039
+1,215
119
$529K 0.14%
8,282
+4,353
120
$527K 0.14%
+30,562
121
$526K 0.14%
+5,879
122
$524K 0.14%
+9,043
123
$523K 0.14%
2,507
+1,455
124
$523K 0.14%
+6,647
125
$523K 0.14%
+34,701
3 4
5
6 7