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
$895M
AUM Growth
+$434M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1 +$29.5M
2 +$25.2M
3 +$24.5M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$20.1M
5
TMO icon
Thermo Fisher Scientific
TMO
+$16.1M

Top Sells

1 +$7.78M
2 +$4.56M
3 +$1.19M
4
BXSL icon
Blackstone Secured Lending
BXSL
+$1.11M
5
AIG icon
American International
AIG
+$676K

Sector Composition

1 Healthcare 15.76%
2 Technology 11.6%
3 Consumer Staples 9.35%
4 Financials 8.52%
5 Consumer Discretionary 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$253K 0.03%
+1,716
152
$237K 0.03%
+1,200
153
$228K 0.03%
981
-510
154
$227K 0.03%
+17,500
155
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-29,489
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-10,250