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
126
$521K 0.14%
+3,257
127
$515K 0.14%
+10,631
128
$510K 0.14%
+10,999
129
$510K 0.14%
12,307
+7,090
130
$509K 0.14%
+6,895
131
$506K 0.14%
+13,490
132
$506K 0.14%
+55,345
133
$503K 0.14%
5,245
+683
134
$500K 0.14%
+14,985
135
$500K 0.14%
+14,788
136
$499K 0.14%
+8,533
137
$495K 0.14%
+4,187
138
$487K 0.13%
7,760
-4,649
139
$485K 0.13%
+12,881
140
$485K 0.13%
+3,411
141
$485K 0.13%
+23,009
142
$485K 0.13%
+6,657
143
$483K 0.13%
13,416
-240
144
$478K 0.13%
+8,495
145
$477K 0.13%
+17,686
146
$477K 0.13%
3,325
+1,948
147
$474K 0.13%
5,426
+2,542
148
$472K 0.13%
9,795
+2,682
149
$469K 0.13%
2,597
+876
150
$467K 0.13%
6,042
-1,817
4 5
6
7 8