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
201
$217K 0.18%
+5,853
202
$216K 0.18%
+1,800
203
$216K 0.18%
+15,690
204
$214K 0.18%
+2,340
205
$214K 0.18%
+5,045
206
$213K 0.18%
+6,316
207
$212K 0.18%
+4,240
208
$211K 0.18%
+4,727
209
$210K 0.18%
+3,722
210
$210K 0.18%
+13,896
211
$210K 0.18%
+8,263
212
$208K 0.18%
+7,283
213
$208K 0.18%
+3,803
214
$208K 0.18%
2,286
-414
215
$208K 0.18%
+3,476
216
$207K 0.18%
+4,792
217
$207K 0.18%
+7,924
218
$207K 0.18%
+9,711
219
$206K 0.18%
+4,749
220
$206K 0.18%
+1,711
221
$206K 0.18%
+8,408
222
$206K 0.18%
+7,547
223
$204K 0.17%
+1,716
224
$204K 0.17%
+1,497
225
$204K 0.17%
+1,377
7 8
9
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