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
$121M
AUM Growth
+$9.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1 +$1.05M
2 +$784K
3 +$769K
4
SYY icon
Sysco
SYY
+$752K
5
BNS icon
Scotiabank
BNS
+$727K

Top Sells

1 +$977K
2 +$274K
3 +$186K
4
WW
WW International
WW
+$169K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$166K

Sector Composition

1 Consumer Staples 19.05%
2 Financials 11.57%
3 Healthcare 10.63%
4 Energy 9.43%
5 Industrials 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$8K 0.01%
154
327
$8K 0.01%
585
328
$8K 0.01%
75
329
$8K 0.01%
+135
330
$8K 0.01%
+1,000
331
$7K 0.01%
2,000
+1,000
332
$7K 0.01%
+165
333
$7K 0.01%
+1,400
334
$7K 0.01%
+325
335
$6K 0.01%
74
336
$6K 0.01%
+200
337
$6K 0.01%
344
338
$6K 0.01%
143
339
$6K 0.01%
60
340
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$6K 0.01%
374
342
$6K 0.01%
150
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$5K ﹤0.01%
592
344
$5K ﹤0.01%
100
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346
$5K ﹤0.01%
505
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$5K ﹤0.01%
66
348
$5K ﹤0.01%
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349
$5K ﹤0.01%
152
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$5K ﹤0.01%
340