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
$141M
AUM Growth
-$5.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
584
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$2.16M
3
+$1.7M
4
ESRX
Express Scripts Holding Company
ESRX
+$1.44M
5
AIG icon
American International
AIG
+$1.39M

Top Sells

1
+$1.82M
2
+$1.81M
3
+$1.08M
4
KRO icon
KRONOS Worldwide
KRO
+$731K
5
IBM icon
IBM
IBM
+$721K

Sector Composition

1 Consumer Staples 23.91%
2 Financials 17.49%
3 Healthcare 14.71%
4 Industrials 8.74%
5 Consumer Discretionary 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$6K ﹤0.01%
24
-31
302
$6K ﹤0.01%
+150
303
$6K ﹤0.01%
613
-20
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$6K ﹤0.01%
143
305
$5K ﹤0.01%
75
306
$5K ﹤0.01%
505
307
$5K ﹤0.01%
212
308
$5K ﹤0.01%
860
309
$5K ﹤0.01%
344
310
$5K ﹤0.01%
300
311
$5K ﹤0.01%
150
312
$5K ﹤0.01%
+51
313
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60
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$4K ﹤0.01%
100
315
$4K ﹤0.01%
51
316
$4K ﹤0.01%
32
-8
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$4K ﹤0.01%
41
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$4K ﹤0.01%
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24
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$4K ﹤0.01%
45
-10
321
$4K ﹤0.01%
90
+15
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$4K ﹤0.01%
176
323
$4K ﹤0.01%
74
324
$4K ﹤0.01%
65
+12
325
$4K ﹤0.01%
1,000
11 12
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14 15