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
$367M
AUM Growth
+$249M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
607
New
Increased
Reduced
Closed

Top Buys

1
+$82.6M
2
+$39.7M
3
+$13.1M
4
WBS icon
Webster Financial
WBS
+$1.39M
5
SINA
Sina Corp
SINA
+$1.39M

Top Sells

1
+$844K
2
+$804K
3
+$798K
4
ATHM icon
Autohome
ATHM
+$639K
5
MOMO
Hello Group
MOMO
+$639K

Sector Composition

1 Utilities 22.6%
2 Technology 12.11%
3 Healthcare 9.88%
4 Industrials 7.04%
5 Financials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$82.6M 22.53%
+4,918,615
2
$39.7M 10.82%
+1,807,460
3
$23.1M 6.31%
164,223
+93,067
4
$1.43M 0.39%
10,751
+7,040
5
$1.39M 0.38%
7,308
+4,149
6
$1.39M 0.38%
8,615
+5,480
7
$1.39M 0.38%
18,556
+13,135
8
$1.39M 0.38%
15,634
+10,562
9
$1.39M 0.38%
13,347
+7,191
10
$1.39M 0.38%
+26,556
11
$1.39M 0.38%
35,154
+20,427
12
$1.39M 0.38%
+16,301
13
$1.38M 0.38%
+22,611
14
$1.35M 0.37%
109,305
15
$1.34M 0.37%
17,442
+13,758
16
$1.34M 0.37%
10,729
+9,018
17
$1.31M 0.36%
12,745
+10,459
18
$1.31M 0.36%
28,124
+23,790
19
$1.25M 0.34%
9,019
+5,335
20
$1.25M 0.34%
35,734
+18,408
21
$1.18M 0.32%
+29,800
22
$1.17M 0.32%
48,639
+38,928
23
$1.16M 0.32%
21,062
+7,860
24
$1.16M 0.32%
25,540
+14,720
25
$1.14M 0.31%
10,432
+7,658
1
2 3 4 5