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
401
$1K ﹤0.01%
35
+2
402
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137
+35
403
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35
404
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98
-2
405
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49
+7
406
$1K ﹤0.01%
+55
407
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25
+11
408
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55
+5
409
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31
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410
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+53
411
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40
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+16
415
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+14
416
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149
417
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62
+5
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57
+2
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$1K ﹤0.01%
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20
422
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34
-4
423
$1K ﹤0.01%
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424
$1K ﹤0.01%
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425
$1K ﹤0.01%
18
-12
15 16
17
18 19