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
$118M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Utilities 95.68%
2 Technology 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$113M 95.68%
4,918,615
2
$3.54M 3.01%
194,372
3
$1.54M 1.31%
109,305