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
426
$1K ﹤0.01%
26
+4
427
$1K ﹤0.01%
29
428
$1K ﹤0.01%
46
-5
429
$1K ﹤0.01%
105
+28
430
$1K ﹤0.01%
+27
431
$1K ﹤0.01%
16
432
$1K ﹤0.01%
44
+2
433
$1K ﹤0.01%
51
-24
434
$1K ﹤0.01%
192
+18
435
$1K ﹤0.01%
57
+4
436
$1K ﹤0.01%
53
437
$1K ﹤0.01%
67
+6
438
$1K ﹤0.01%
32
-25
439
$1K ﹤0.01%
46
+4
440
$1K ﹤0.01%
14
441
$1K ﹤0.01%
152
+59
442
$1K ﹤0.01%
49
-30
443
$1K ﹤0.01%
60
-1
444
$1K ﹤0.01%
100
445
$1K ﹤0.01%
20
446
$1K ﹤0.01%
104
447
$1K ﹤0.01%
81
+5
448
$1K ﹤0.01%
14
-2
449
$1K ﹤0.01%
4
-1
450
$1K ﹤0.01%
200
16 17
18
19 20