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
$22.3M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1
+$983K

Top Sells

1
+$3.45M
2
+$166K

Sector Composition

1 Materials 8.46%
2 Technology 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.89M 8.46%
131,000
-11,500
2
$983K 4.41%
+109,305
3
– –
-167,287