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
351
$2K ﹤0.01%
36
352
$2K ﹤0.01%
26
+1
353
$2K ﹤0.01%
53
354
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57
+28
355
$2K ﹤0.01%
57
+4
356
$2K ﹤0.01%
70
357
$2K ﹤0.01%
62
-10,600
358
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45
359
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50
-100
360
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47
+3
361
$2K ﹤0.01%
38
362
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+48
363
$2K ﹤0.01%
+10
364
$2K ﹤0.01%
125
365
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175
366
$2K ﹤0.01%
30
-14
367
$2K ﹤0.01%
30
368
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75
369
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79
+6
370
$2K ﹤0.01%
42
371
$2K ﹤0.01%
72
+10
372
$2K ﹤0.01%
218
+45
373
$2K ﹤0.01%
139
374
$2K ﹤0.01%
2,000
375
$2K ﹤0.01%
97
+14
13 14
15
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