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
$13.4M
AUM Growth
-$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$175M
2
+$5.97M
3
+$4.55M
4
ASC icon
Ardmore Shipping
ASC
+$985K

Sector Composition

1 Materials 82.41%
2 Energy 0%
3 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.1M 82.41%
200,000
2
$2.37M 17.59%
167,287
3
– –
-81,300
4
– –
-3,726,945
5
– –
-59,170
6
– –
-555,700