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
$122M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1
+$77.1M
2
+$26.3M
3
+$18.2M

Top Sells

No sells this quarter

Sector Composition

1 Materials 85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$77.1M 63.39%
+1,800,000
2
$26.3M 21.61%
+138,000
3
$18.2M 15%
+470,335