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
WBD icon
351
Warner Bros
WBD
$68.8B
$21K 0.01%
1,707
-435
BMRN icon
352
BioMarin Pharmaceuticals
BMRN
$11.7B
$20K 0.01%
230
KR icon
353
Kroger
KR
$39.5B
$20K 0.01%
420
-142
WCC icon
354
WESCO International
WCC
$12.2B
$20K 0.01%
+112
MSPR
355
MSP Recovery Inc
MSPR
$2.76M
$19K 0.01%
13
ABT icon
356
Abbott
ABT
$218B
$19K 0.01%
175
CTVA icon
357
Corteva
CTVA
$44.8B
$19K 0.01%
329
+51
INTU icon
358
Intuit
INTU
$187B
$19K 0.01%
42
-351
UNP icon
359
Union Pacific
UNP
$139B
$19K 0.01%
94
-1,770
ABBV icon
360
AbbVie
ABBV
$401B
$18K ﹤0.01%
136
-144
ECL icon
361
Ecolab
ECL
$74.7B
$18K ﹤0.01%
96
-3,008
TW icon
362
Tradeweb Markets
TW
$22.3B
$18K ﹤0.01%
257
+57
APLS icon
363
Apellis Pharmaceuticals
APLS
$3.12B
$17K ﹤0.01%
+192
AVY icon
364
Avery Dennison
AVY
$14B
$17K ﹤0.01%
99
BIIB icon
365
Biogen
BIIB
$25.6B
$17K ﹤0.01%
59
-1,742
LHX icon
366
L3Harris
LHX
$53.8B
$17K ﹤0.01%
+85
ARES icon
367
Ares Management
ARES
$36.5B
$16K ﹤0.01%
165
-2
TRGP icon
368
Targa Resources
TRGP
$38.4B
$16K ﹤0.01%
207
-112
BTU icon
369
Peabody Energy
BTU
$3.75B
$15K ﹤0.01%
704
-4
CSX icon
370
CSX Corp
CSX
$68B
$15K ﹤0.01%
444
-23,701
NUE icon
371
Nucor
NUE
$36.4B
$15K ﹤0.01%
90
NXPI icon
372
NXP Semiconductors
NXPI
$56.9B
$15K ﹤0.01%
72
MO icon
373
Altria Group
MO
$97.5B
$14K ﹤0.01%
308
BBDC icon
374
Barings BDC
BBDC
$932M
$14K ﹤0.01%
1,760
BWA icon
375
BorgWarner
BWA
$9.63B
$14K ﹤0.01%
+328