KCPG
Kavar Capital Partners Group Portfolio holdings
AUM
$696M
This Quarter Return
-0.21%
1 Year Return
+13.64%
3 Year Return
+58.99%
5 Year Return
+110.24%
10 Year Return
+212.14%
AUM
$118M
AUM Growth
+$118M
(-7.5%)
Cap. Flow
-$9.72M
Cap. Flow
% of AUM
-8.26%
Top 10 Holdings %
Top 10 Hldgs %
24.06%
Holding
134
New
11
Increased
36
Reduced
41
Closed
31
Top Buys
| 1 |
American Express
AXP
|
$2.45M |
| 2 |
Fastenal
FAST
|
$1.77M |
| 3 |
Micron Technology
MU
|
$1.38M |
| 4 |
Steris
STE
|
$1.3M |
| 5 |
Dow Inc
DOW
|
$972K |
Top Sells
| 1 |
LNCE
Snyders-Lance, Inc.
LNCE
|
$1.84M |
| 2 |
RAI
Reynolds American Inc
RAI
|
$1.61M |
| 3 |
CB
CHUBB CORPORATION
CB
|
$1.59M |
| 4 |
MWE
MARKWEST ENERGY PARTNERS, LP
MWE
|
$1.47M |
| 5 |
LO
LORILLARD INC COM STK
LO
|
$1.42M |
Sector Composition
| 1 | Consumer Staples | 18.68% |
| 2 | Healthcare | 18.13% |
| 3 | Financials | 14.59% |
| 4 | Industrials | 10.01% |
| 5 | Technology | 9.36% |
