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
$158M
AUM Growth
+$2.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$1.73M
3
+$594K
4
TMO icon
Thermo Fisher Scientific
TMO
+$500K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$345K

Top Sells

1
+$1.78M
2
+$1.7M
3
+$1.15M
4
XYL icon
Xylem
XYL
+$976K
5
FAST icon
Fastenal
FAST
+$555K

Sector Composition

1 Consumer Staples 25.91%
2 Financials 19.35%
3 Healthcare 16.39%
4 Communication Services 8.38%
5 Technology 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-18,600
102
– –
-24,074
1 2 3 4
5