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
$156M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$1.31M
3
+$1.24M
4
JWN
Nordstrom
JWN
+$1.14M
5
BDX icon
Becton Dickinson
BDX
+$800K

Top Sells

1
+$1.11M
2
+$961K
3
+$794K
4
BP icon
BP
BP
+$500K
5
CAT icon
Caterpillar
CAT
+$498K

Sector Composition

1 Consumer Staples 23.62%
2 Financials 16.87%
3 Healthcare 15.89%
4 Consumer Discretionary 8.38%
5 Industrials 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2K ﹤0.01%
340
377
$2K ﹤0.01%
200
378
$1K ﹤0.01%
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+85
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$1K ﹤0.01%
68
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50
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35
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$1K ﹤0.01%
15
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46
386
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-8
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20
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32
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20
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174
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$1K ﹤0.01%
+64
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$1K ﹤0.01%
+84
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37
395
$1K ﹤0.01%
57
+18
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$1K ﹤0.01%
500
398
$1K ﹤0.01%
35
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$1K ﹤0.01%
30
+4
400
$1K ﹤0.01%
47
-8
14 15
16
17 18