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
$204M
AUM Growth
+$64.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1
+$70.4M
2
+$49.5M
3
+$1.56M
4
MET icon
MetLife
MET
+$204K

Top Sells

1
+$39.1M
2
+$18.9M

Sector Composition

1 Materials 99.14%
2 Financials 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$82.4M 40.36%
520,000
2
$70.4M 34.5%
+2,136,600
3
$49.5M 24.28%
+1,048,123
4
$1.56M 0.76%
+167,287
5
$204K 0.1%
+4,250
6
– –
-762,900
7
– –
-470,335