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
$233M
AUM Growth
-$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1
+$49.6M

Top Sells

1
+$40.9M

Sector Composition

1 Materials 77.91%
2 Healthcare 21.27%
3 Financials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$73.8M 31.69%
2,136,676
2
$66.4M 28.5%
1,495,563
3
$49.6M 21.27%
+505,525
4
$30.9M 13.26%
200,000
-265,000
5
$10.4M 4.46%
155,509
6
$1.7M 0.73%
167,287
7
$203K 0.09%
4,250