KCPG

Kavar Capital Partners Group Portfolio holdings

AUM $696M
1-Year Est. Return 13.64%
This Quarter Est. Return
1 Year Est. Return
+13.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
-$5.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
584
New
Increased
Reduced
Closed

Top Buys

1 +$2.43M
2 +$2.16M
3 +$1.7M
4
ESRX
Express Scripts Holding Company
ESRX
+$1.44M
5
AIG icon
American International
AIG
+$1.39M

Top Sells

1 +$1.82M
2 +$1.81M
3 +$1.08M
4
KRO icon
KRONOS Worldwide
KRO
+$731K
5
IBM icon
IBM
IBM
+$721K

Sector Composition

1 Consumer Staples 23.91%
2 Financials 17.49%
3 Healthcare 14.71%
4 Industrials 8.74%
5 Consumer Discretionary 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
-35
577
-18
578
$0 ﹤0.01%
3
-2
579
$0 ﹤0.01%
+46
580
$0 ﹤0.01%
24
581
-159
582
$0 ﹤0.01%
100
583
-175
584
$0 ﹤0.01%
15