KCPG

Kavar Capital Partners Group Portfolio holdings

AUM $750M
1-Year Est. Return 15.72%
This Quarter Est. Return
1 Year Est. Return
+15.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$1.31M
3
+$1.24M
4
JWN
Nordstrom
JWN
+$1.14M
5
BDX icon
Becton Dickinson
BDX
+$800K

Top Sells

1
+$1.11M
2
+$961K
3
+$794K
4
BP icon
BP
BP
+$500K
5
CAT icon
Caterpillar
CAT
+$498K

Sector Composition

1 Consumer Staples 23.62%
2 Financials 16.87%
3 Healthcare 15.89%
4 Consumer Discretionary 8.38%
5 Industrials 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$9K 0.01%
250
277
$9K 0.01%
100
278
$8K 0.01%
585
279
$8K 0.01%
100
280
$8K 0.01%
75
281
$8K 0.01%
314
282
$7K ﹤0.01%
200
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$7K ﹤0.01%
23
-1
284
$7K ﹤0.01%
2,124
285
$7K ﹤0.01%
514
286
$7K ﹤0.01%
150
287
$6K ﹤0.01%
143
288
$6K ﹤0.01%
+450
289
$6K ﹤0.01%
75
290
$6K ﹤0.01%
1,000
291
$6K ﹤0.01%
85
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292
$6K ﹤0.01%
200
293
$6K ﹤0.01%
999
294
$5K ﹤0.01%
32
295
$5K ﹤0.01%
100
296
$5K ﹤0.01%
505
297
$5K ﹤0.01%
60
298
$5K ﹤0.01%
67
299
$5K ﹤0.01%
212
300
$5K ﹤0.01%
176
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