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
151
$465K 0.13%
14,039
+2,203
152
$461K 0.13%
+8,343
153
$460K 0.13%
+25,031
154
$456K 0.12%
+2,819
155
$456K 0.12%
+5,235
156
$450K 0.12%
12,075
+5,928
157
$446K 0.12%
+12,669
158
$443K 0.12%
+25,619
159
$439K 0.12%
4,816
-3,798
160
$438K 0.12%
+7,378
161
$437K 0.12%
+2,208
162
$434K 0.12%
+52,899
163
$432K 0.12%
+5,231
164
$432K 0.12%
+30,788
165
$432K 0.12%
17,258
+8,697
166
$429K 0.12%
+9,496
167
$425K 0.12%
+22,366
168
$425K 0.12%
+3,502
169
$423K 0.12%
+8,107
170
$422K 0.12%
40,750
+29,537
171
$422K 0.12%
8,412
+3,685
172
$420K 0.11%
+13,147
173
$417K 0.11%
+7,531
174
$417K 0.11%
+25,145
175
$413K 0.11%
+6,672
5 6
7
8 9