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
$140M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$59.9M

Top Sells

1 +$53.2M

Sector Composition

1 Materials 86.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$81.5M 58.44%
520,000
+382,000
2
$39.1M 28.03%
762,900
-1,037,100
3
$18.9M 13.53%
470,335