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
$201M
AUM Growth
-$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1
+$76.4M

Top Sells

1
+$49.6M
2
+$49.5M
3
+$10.4M

Sector Composition

1 Materials 98.68%
2 Financials 0.1%
3 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$145M 71.96%
3,168,104
+1,672,541
2
$27.8M 13.81%
200,000
3
$26M 12.92%
734,968
-1,401,708
4
$2.44M 1.22%
167,287
5
$205K 0.1%
4,250
6
– –
-505,525
7
– –
-155,509