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
$260M
AUM Growth
+$51.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$6.92M
2
+$2.98M
3
+$1.55M
4
IBM icon
IBM
IBM
+$810K
5
WMT icon
Walmart
WMT
+$729K

Top Sells

1
+$303K
2
+$239K
3
+$234K
4
SPGI icon
S&P Global
SPGI
+$230K
5
FOCS
Focus Financial Partners Inc. Class A
FOCS
+$225K

Sector Composition

1 Healthcare 19.87%
2 Technology 13.03%
3 Consumer Staples 12.04%
4 Financials 9.76%
5 Communication Services 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-10,750
127
– –
-10,000
128
– –
-4,966
129
– –
-2,708
2 3 4 5
6