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
$38.7M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$229K

Top Sells

No sells this quarter

Sector Composition

1 Materials 3.82%
2 Technology 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$1.48M 3.82%
131,000
2
$1.19M 3.06%
109,305
3
$229K 0.59%
+1,843