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
176
$409K 0.11%
4,324
+1,572
177
$408K 0.11%
+6,656
178
$407K 0.11%
+24,459
179
$407K 0.11%
5,230
-147
180
$405K 0.11%
11,057
+4,643
181
$405K 0.11%
+18,490
182
$404K 0.11%
+1,681
183
$402K 0.11%
10,603
+4,088
184
$401K 0.11%
+7,899
185
$399K 0.11%
2,274
+70
186
$395K 0.11%
+10,636
187
$393K 0.11%
+5,400
188
$391K 0.11%
+18,020
189
$386K 0.11%
+13,239
190
$385K 0.11%
+19,690
191
$384K 0.1%
+6,636
192
$383K 0.1%
+6,799
193
$381K 0.1%
+11,167
194
$379K 0.1%
+34,808
195
$378K 0.1%
5,745
+2,046
196
$376K 0.1%
+8,667
197
$376K 0.1%
+2,276
198
$375K 0.1%
+4,369
199
$375K 0.1%
+8,113
200
$374K 0.1%
+25,997
6 7
8
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