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
$128M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$21.7M

Sector Composition

1 Utilities 95.32%
2 Technology 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$122M 95.32%
4,918,615
2
$4.5M 3.51%
194,372
-934,634
3
$1.5M 1.17%
109,305