KFP

KB Financial Partners Portfolio holdings

AUM $350M
1-Year Est. Return 19%
This Quarter Est. Return
1 Year Est. Return
+19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$364M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1 +$3.52M
2 +$1.55M
3 +$1.46M
4
ACGL icon
Arch Capital
ACGL
+$1.46M
5
V icon
Visa
V
+$1.32M

Top Sells

1 +$2.63M
2 +$2.3M
3 +$1.29M
4
PEP icon
PepsiCo
PEP
+$1.13M
5
BABA icon
Alibaba
BABA
+$1.04M

Sector Composition

1 Industrials 6.97%
2 Financials 6.12%
3 Technology 5.4%
4 Consumer Discretionary 4.88%
5 Healthcare 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WDAY icon
226
Workday
WDAY
$57.5B
$78K 0.02%
346
-108
TSLA icon
227
Tesla
TSLA
$1.6T
$77K 0.02%
294
-155
FTV icon
228
Fortive
FTV
$17.4B
$76K 0.02%
1,348
+160
RSP icon
229
Invesco S&P 500 Equal Weight ETF
RSP
$75.8B
$76K 0.02%
+505
ATVI
230
DELISTED
Activision Blizzard
ATVI
$76K 0.02%
903
-6
IDXX icon
231
Idexx Laboratories
IDXX
$55.9B
$75K 0.02%
149
+23
IT icon
232
Gartner
IT
$18.1B
$74K 0.02%
212
+23
SNY icon
233
Sanofi
SNY
$117B
$74K 0.02%
1,370
-541
TT icon
234
Trane Technologies
TT
$86.4B
$74K 0.02%
388
MLM icon
235
Martin Marietta Materials
MLM
$38.2B
$70K 0.02%
151
-11
AME icon
236
Ametek
AME
$46.8B
$64K 0.02%
393
VEEV icon
237
Veeva Systems
VEEV
$36.5B
$64K 0.02%
324
-711
HLT icon
238
Hilton Worldwide
HLT
$67.9B
$63K 0.02%
433
-353
PM icon
239
Philip Morris
PM
$244B
$63K 0.02%
647
+421
PODD icon
240
Insulet
PODD
$20.4B
$63K 0.02%
218
CSGP icon
241
CoStar Group
CSGP
$27.6B
$62K 0.02%
694
BSX icon
242
Boston Scientific
BSX
$142B
$61K 0.02%
1,132
+1,087
HUBS icon
243
HubSpot
HUBS
$20.4B
$61K 0.02%
115
ULTA icon
244
Ulta Beauty
ULTA
$26.5B
$61K 0.02%
129
+47
VT icon
245
Vanguard Total World Stock ETF
VT
$58.3B
$61K 0.02%
633
-607
ODFL icon
246
Old Dominion Freight Line
ODFL
$32.9B
$60K 0.02%
322
KEYS icon
247
Keysight
KEYS
$34.8B
$59K 0.02%
350
-90
CRWD icon
248
CrowdStrike
CRWD
$121B
$58K 0.02%
392
DDOG icon
249
Datadog
DDOG
$49.2B
$58K 0.02%
586
+77
MPWR icon
250
Monolithic Power Systems
MPWR
$44.9B
$58K 0.02%
+108