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KCPG
Kavar Capital Partners Group Portfolio holdings
AUM
$812M
1-Year Est. Return
29.76%
This Fund
S&P 500
This Quarter
Est. Return
+7.22%
1 Year Est. Return
+29.76%
3 Year Est. Return
+77.21%
5 Year Est. Return
+92.54%
10 Year Est. Return
+280.51%
AUM
$112M
AUM Growth
–
Cap. Flow
+$109M
Cap. Flow
% of AUM
97.19%
Top 10 Holdings %
Top 10 Hldgs %
17.56%
Holding
540
New
540
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Procter & Gamble
PG
|
+$2.69M |
| 2 |
Unilever
UL
|
+$2.44M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$1.92M |
| 4 |
Apple
AAPL
|
+$1.87M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$1.85M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Staples | 20.32% |
| 2 | Healthcare | 10.43% |
| 3 | Financials | 10.4% |
| 4 | Energy | 10.29% |
| 5 | Industrials | 7.3% |
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KCP
Kavar Capital Partners Group's Q4 2013 Portfolio in Review
Q4 2013 is the first quarter with a 13F filing on record for Kavar Capital Partners Group, which disclosed 540 positions worth $112M. Its ten largest holdings account for 18% of the portfolio.
Its largest position is Procter & Gamble: 33,008 shares worth $2.69M.
By sector, the portfolio is most concentrated in Consumer Staples at 20% of assets, followed by Healthcare and Financials.
- Kavar Capital Partners Group's largest Q4 2013 buy was Procter & Gamble: 33,008 shares worth $2.69M.
- Kavar Capital Partners Group's ten largest holdings make up 18% of its $112M portfolio in Q4 2013.
- Kavar Capital Partners Group disclosed 540 positions in Q4 2013, its first 13F filing on record.
Based on Kavar Capital Partners Group's 13F filing for Q4 2013, filed 7 Jan 2019.