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
151
$247K 0.21%
+1,972
152
$246K 0.21%
7,237
-4,005
153
$245K 0.21%
+1,388
154
$245K 0.21%
+6,515
155
$245K 0.21%
+8,351
156
$245K 0.21%
+18,820
157
$244K 0.21%
+11,540
158
$242K 0.21%
+4,116
159
$241K 0.21%
+7,652
160
$241K 0.21%
6,147
-2,507
161
$240K 0.2%
+1,421
162
$240K 0.2%
+8,561
163
$239K 0.2%
+1,129
164
$237K 0.2%
+11,783
165
$237K 0.2%
+12,288
166
$235K 0.2%
+3,545
167
$235K 0.2%
+3,936
168
$235K 0.2%
+1,601
169
$235K 0.2%
+1,174
170
$234K 0.2%
+39,719
171
$233K 0.2%
+3,300
172
$233K 0.2%
+5,184
173
$232K 0.2%
+10,823
174
$232K 0.2%
+1,460
175
$231K 0.2%
+4,334
5 6
7
8 9