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
$155M
AUM Growth
-$162K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$1.26M
2 +$835K
3 +$709K
4
CAH icon
Cardinal Health
CAH
+$575K
5
DIS icon
Walt Disney
DIS
+$509K

Top Sells

1 +$1.73M
2 +$1.3M
3 +$986K
4
JWN
Nordstrom
JWN
+$708K
5
DHR icon
Danaher
DHR
+$547K

Sector Composition

1 Consumer Staples 27.19%
2 Healthcare 18.49%
3 Financials 16.89%
4 Communication Services 8.23%
5 Industrials 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-7,595
102
-4,801
103
-1,163
104
-39,977