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
$274M
AUM Growth
-$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$230K

Top Sells

1 +$4.7M

Sector Composition

1 Industrials 50.99%
2 Utilities 31.71%
3 Real Estate 17.21%
4 Financials 0.08%
5 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$140M 50.99%
938,428
2
$87M 31.71%
4,918,615
3
$47.2M 17.21%
4,000,000
4
$230K 0.08%
+3,788
5
-109,305