KCPG
Kavar Capital Partners Group Portfolio holdings
AUM
$696M
1-Year Return
13.64%
This Quarter Return
+6.82%
1 Year Return
+13.64%
3 Year Return
+58.99%
5 Year Return
+110.24%
10 Year Return
+212.14%
AUM
$156M
AUM Growth
+$14.2M
(+10%)
Cap. Flow
+$6.28M
Cap. Flow
% of AUM
4.04%
Top 10 Holdings %
Top 10 Hldgs %
20.37%
Holding
558
New
30
Increased
135
Reduced
101
Closed
42
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$2.62M |
| 2 |
Toronto Dominion Bank
TD
|
$1.31M |
| 3 |
RTX Corp
RTX
|
$1.24M |
| 4 |
JWN
Nordstrom
JWN
|
$1.14M |
| 5 |
Becton Dickinson
BDX
|
$800K |
Top Sells
| 1 |
Scotiabank
BNS
|
$1.11M |
| 2 |
KSU
Kansas City Southern
KSU
|
$961K |
| 3 |
MWE
MARKWEST ENERGY PARTNERS, LP
MWE
|
$794K |
| 4 |
BP
BP
|
$500K |
| 5 |
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% |
