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
451
$1K ﹤0.01%
59
+4
452
$1K ﹤0.01%
32
+2
453
$1K ﹤0.01%
31
+3
454
$1K ﹤0.01%
38
+2
455
$1K ﹤0.01%
17
456
$1K ﹤0.01%
39
+3
457
$1K ﹤0.01%
79
+20
458
$1K ﹤0.01%
81
-50
459
$1K ﹤0.01%
48
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460
$1K ﹤0.01%
69
+18
461
$1K ﹤0.01%
38
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26
463
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47
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464
$1K ﹤0.01%
121
-70
465
$1K ﹤0.01%
12
466
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57
+4
467
$1K ﹤0.01%
28
468
$1K ﹤0.01%
93
+13
469
$1K ﹤0.01%
82
470
$1K ﹤0.01%
39
+4
471
$1K ﹤0.01%
66
-225
472
$1K ﹤0.01%
176
+43
473
$1K ﹤0.01%
52
+16
474
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-8
475
– –
-79
17 18
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