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
$245M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$9.61M

Top Sells

1 +$9.22M

Sector Composition

1 Materials 98.98%
2 Financials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$81.1M 33.09%
2,136,676
2
$77.9M 31.8%
465,000
-55,000
3
$74M 30.17%
1,495,563
4
$9.61M 3.92%
+155,509
5
$2.28M 0.93%
167,287
6
$210K 0.09%
4,250