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
$302M
AUM Growth
+$206M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1
+$161M
2
+$39.1M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 53.46%
2 Utilities 32.03%
3 Real Estate 12.96%
4 Technology 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$161M 53.46%
+938,428
2
$96.7M 32.03%
4,918,615
3
$39.1M 12.96%
+4,000,000
4
$4.7M 1.56%
109,305