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
326
$4K ﹤0.01%
57
327
$4K ﹤0.01%
123
328
$4K ﹤0.01%
29
+5
329
$4K ﹤0.01%
107
330
$4K ﹤0.01%
100
331
$3K ﹤0.01%
73
-49
332
$3K ﹤0.01%
30
333
$3K ﹤0.01%
+191
334
$3K ﹤0.01%
150
335
$3K ﹤0.01%
200
336
$3K ﹤0.01%
35
337
$3K ﹤0.01%
62
-14
338
$3K ﹤0.01%
73
+3
339
$3K ﹤0.01%
94
340
$3K ﹤0.01%
25
-40
341
$3K ﹤0.01%
250
342
$3K ﹤0.01%
530
+470
343
$3K ﹤0.01%
191
344
$3K ﹤0.01%
+300
345
$2K ﹤0.01%
28
346
$2K ﹤0.01%
14
347
$2K ﹤0.01%
168
348
$2K ﹤0.01%
100
349
$2K ﹤0.01%
53
350
$2K ﹤0.01%
79
-3
12 13
14
15 16