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
BA icon
251
Boeing
BA
$168B
$57K 0.02%
+271
ZBH icon
252
Zimmer Biomet
ZBH
$17.7B
$57K 0.02%
394
+14
UTZ icon
253
Utz Brands
UTZ
$899M
$56K 0.02%
3,448
+426
ENTG icon
254
Entegris
ENTG
$12.7B
$55K 0.02%
496
+84
KDP icon
255
Keurig Dr Pepper
KDP
$37.9B
$55K 0.02%
1,760
-136
MPC icon
256
Marathon Petroleum
MPC
$50.6B
$55K 0.02%
469
-47
LYV icon
257
Live Nation Entertainment
LYV
$32.8B
$54K 0.01%
592
TDG icon
258
TransDigm Group
TDG
$71.9B
$54K 0.01%
60
APH icon
259
Amphenol
APH
$166B
$53K 0.01%
1,238
AMGN icon
260
Amgen
AMGN
$176B
$52K 0.01%
233
+46
ENPH icon
261
Enphase Energy
ENPH
$4.35B
$52K 0.01%
309
+88
ETN icon
262
Eaton
ETN
$123B
$52K 0.01%
257
-2
MKC icon
263
McCormick & Company Non-Voting
MKC
$18.4B
$52K 0.01%
594
MRVL icon
264
Marvell Technology
MRVL
$71.3B
$52K 0.01%
871
+142
APTV icon
265
Aptiv
APTV
$16.9B
$51K 0.01%
503
NEE icon
266
NextEra Energy
NEE
$166B
$51K 0.01%
684
URI icon
267
United Rentals
URI
$51.7B
$51K 0.01%
115
-25
COR icon
268
Cencora
COR
$66.1B
$50K 0.01%
258
-2
LNG icon
269
Cheniere Energy
LNG
$40.8B
$50K 0.01%
330
QCOM icon
270
Qualcomm
QCOM
$188B
$50K 0.01%
421
-137
ZS icon
271
Zscaler
ZS
$37.1B
$48K 0.01%
331
ASH icon
272
Ashland
ASH
$2.72B
$46K 0.01%
525
+188
LKQ icon
273
LKQ Corp
LKQ
$7.61B
$46K 0.01%
798
-4
BOTZ icon
274
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.1B
$45K 0.01%
1,560
XYL icon
275
Xylem
XYL
$33.6B
$45K 0.01%
403