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
$207M
AUM Growth
+$6.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1
+$35.7M

Top Sells

1
+$26M
2
+$205K

Sector Composition

1 Materials 81.65%
2 Healthcare 17.26%
3 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$146M 70.49%
3,168,104
2
$35.7M 17.26%
+434,861
3
$23.1M 11.16%
200,000
4
$2.27M 1.1%
167,287
5
– –
-4,250
6
– –
-734,968