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
126
$269K 0.23%
+7,045
127
$267K 0.23%
+15,412
128
$267K 0.23%
+22,171
129
$265K 0.23%
+2,884
130
$263K 0.22%
+3,039
131
$263K 0.22%
+4,032
132
$260K 0.22%
+3,355
133
$260K 0.22%
+7,440
134
$259K 0.22%
+3,929
135
$259K 0.22%
+6,804
136
$259K 0.22%
+5,354
137
$255K 0.22%
+2,342
138
$255K 0.22%
+2,153
139
$253K 0.22%
+9,365
140
$252K 0.21%
+8,016
141
$250K 0.21%
+5,933
142
$250K 0.21%
+12,065
143
$250K 0.21%
+10,558
144
$250K 0.21%
+8,645
145
$249K 0.21%
+7,711
146
$249K 0.21%
+3,229
147
$248K 0.21%
+3,617
148
$248K 0.21%
+4,760
149
$247K 0.21%
+37,177
150
$247K 0.21%
+2,062
4 5
6
7 8