KI
Koch Industries Portfolio holdings
AUM
$853M
This Quarter Return
-12.87%
1 Year Return
-40.17%
3 Year Return
-58.27%
5 Year Return
-57.63%
10 Year Return
-76.03%
AUM
$113M
AUM Growth
+$113M
(-13%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Utilities | 98.49% |
| 2 | Technology | 1.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Vistra
VST
$62.9B
| $111M | 98.49% |
4,918,615
| – | – |
|
2
FormFactor
FORM
$2.19B
| $1.71M | 1.52% |
109,305
| – | – |
|