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
201
$372K 0.1%
11,655
+5,802
202
$368K 0.1%
+10,710
203
$367K 0.1%
+14,569
204
$366K 0.1%
+15,230
205
$366K 0.1%
+10,651
206
$365K 0.1%
+1,897
207
$365K 0.1%
+19,460
208
$364K 0.1%
+4,386
209
$364K 0.1%
+3,215
210
$364K 0.1%
+5,348
211
$363K 0.1%
12,628
+10,103
212
$362K 0.1%
+7,046
213
$362K 0.1%
+26,525
214
$360K 0.1%
+36,040
215
$358K 0.1%
+5,319
216
$358K 0.1%
+5,514
217
$357K 0.1%
+27,669
218
$356K 0.1%
+7,688
219
$356K 0.1%
31,784
+4,502
220
$355K 0.1%
1,909
+735
221
$354K 0.1%
+5,238
222
$354K 0.1%
+1,572
223
$353K 0.1%
+7,016
224
$353K 0.1%
+13,586
225
$351K 0.1%
10,190
-5,372
7 8
9
10 11