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
$234M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$2.75K

Top Sells

No sells this quarter

Sector Composition

1 Materials 99.19%
2 Financials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$80.4M 34.29%
520,000
2
$77.4M 33.01%
2,136,676
+76
3
$74.8M 31.9%
1,495,563
+447,440
4
$1.69M 0.72%
167,287
5
$200K 0.09%
4,250