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
176
$230K 0.2%
+3,699
177
$230K 0.2%
+1,052
178
$229K 0.19%
+8,109
179
$228K 0.19%
+4,797
180
$227K 0.19%
+8,224
181
$227K 0.19%
+956
182
$227K 0.19%
+6,931
183
$226K 0.19%
+8,387
184
$226K 0.19%
+1,444
185
$225K 0.19%
+2,752
186
$223K 0.19%
+3,610
187
$223K 0.19%
+10,411
188
$223K 0.19%
+5,525
189
$223K 0.19%
+12,445
190
$222K 0.19%
+2,045
191
$222K 0.19%
+3,727
192
$221K 0.19%
+9,124
193
$221K 0.19%
+7,261
194
$221K 0.19%
+2,560
195
$221K 0.19%
28,754
+8,920
196
$220K 0.19%
+5,463
197
$219K 0.19%
+4,009
198
$219K 0.19%
+9,234
199
$218K 0.19%
6,596
+3,742
200
$218K 0.19%
+6,414
6 7
8
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