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
$414M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$1.82M
2 +$1.49M
3 +$1.48M
4
ABT icon
Abbott
ABT
+$1.21M
5
AAPL icon
Apple
AAPL
+$999K

Top Sells

1 +$1.02M
2 +$769K
3 +$387K
4
UNP icon
Union Pacific
UNP
+$352K
5
MA icon
Mastercard
MA
+$320K

Sector Composition

1 Healthcare 17.78%
2 Technology 12.99%
3 Consumer Staples 10.79%
4 Financials 10.34%
5 Communication Services 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-1,050
152
-898