KFP

KB Financial Partners Portfolio holdings

AUM $350M
1-Year Est. Return 19%
This Fund
S&P 500
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 +$3.42M
2 +$1.6M
3 +$1.51M
4
ACGL icon
Arch Capital
ACGL
+$1.41M
5
V icon
Visa
V
+$1.27M

Top Sells

1 +$2.63M
2 +$2.3M
3 +$1.31M
4
PEP icon
PepsiCo
PEP
+$1.1M
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
BA icon
251
Boeing
BA
$165B
$57K 0.02%
+271
ZBH icon
252
Zimmer Biomet
ZBH
$17.6B
$57K 0.02%
394
+14
UTZ icon
253
Utz Brands
UTZ
$684M
$56K 0.02%
3,448
+426
KDP icon
254
Keurig Dr Pepper
KDP
$34.6B
$55K 0.02%
1,760
-136
MPC icon
255
Marathon Petroleum
MPC
$72.3B
$55K 0.02%
469
-47
ENTG icon
256
Entegris
ENTG
$18B
$55K 0.02%
496
+84
TDG icon
257
TransDigm Group
TDG
$66B
$54K 0.01%
60
LYV icon
258
Live Nation Entertainment
LYV
$37.6B
$54K 0.01%
592
APH icon
259
Amphenol
APH
$158B
$53K 0.01%
1,238
MRVL icon
260
Marvell Technology
MRVL
$95.6B
$52K 0.01%
871
+142
AMGN icon
261
Amgen
AMGN
$183B
$52K 0.01%
233
+46
ENPH icon
262
Enphase Energy
ENPH
$4.22B
$52K 0.01%
309
+88
ETN icon
263
Eaton
ETN
$143B
$52K 0.01%
257
-2
MKC icon
264
McCormick & Company Non-Voting
MKC
$13.7B
$52K 0.01%
594
APTV icon
265
Aptiv
APTV
$12.4B
$51K 0.01%
503
NEE icon
266
NextEra Energy
NEE
$195B
$51K 0.01%
684
URI icon
267
United Rentals
URI
$46.3B
$51K 0.01%
115
-25
COR icon
268
Cencora
COR
$62.4B
$50K 0.01%
258
-2
LNG icon
269
Cheniere Energy
LNG
$59.8B
$50K 0.01%
330
QCOM icon
270
Qualcomm
QCOM
$132B
$50K 0.01%
421
-137
ZS icon
271
Zscaler
ZS
$22.8B
$48K 0.01%
331
ASH icon
272
Ashland
ASH
$2.49B
$46K 0.01%
525
+188
LKQ icon
273
LKQ Corp
LKQ
$7.4B
$46K 0.01%
798
-4
BOTZ icon
274
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.02B
$45K 0.01%
1,560
XYL icon
275
Xylem
XYL
$29.8B
$45K 0.01%
403