KFP
KB Financial Partners Portfolio holdings
AUM
$350M
1-Year Est. Return
19%
1 Year Est. Return
+19%
AUM
$364M
AUM Growth
+$23.7M
(+7%)
Holding
646
Top Buys
| 1 | +$3.52M | |
| 2 | +$1.55M | |
| 3 | +$1.46M | |
| 4 |
Arch Capital
ACGL
|
+$1.46M |
| 5 |
Visa
V
|
+$1.32M |
Top Sells
| 1 | +$2.63M | |
| 2 | +$2.3M | |
| 3 | +$1.29M | |
| 4 |
PepsiCo
PEP
|
+$1.13M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
26
Moody's
MCO
$89.7B
| $1.34M | 0.37% |
3,862
+3,655
|
|
||
27
Mastercard
MA
$514B
| $1.32M | 0.36% |
3,365
+2,055
|
|
||
28
S&P Global
SPGI
$155B
| $1.28M | 0.35% |
3,205
+2,273
|
|
||
|
DESP
29
DELISTED
Despegar.com
DESP
| $1.27M | 0.35% |
179,747
-6,162
|
|
||
30
Ross Stores
ROST
$59B
| $1.25M | 0.34% |
+11,188
|
|
||
31
Upwork
UPWK
$2.69B
| $1.25M | 0.34% |
133,747
+72,130
|
|
||
32
FTI Consulting
FCN
$5.45B
| $1.13M | 0.31% |
5,938
+126
|
|
||
|
SAVE
33
DELISTED
Spirit Airlines, Inc.
SAVE
| $1.12M | 0.31% |
+65,163
|
|
||
34
Invesco FTSE RAFI US 1000 ETF
PRF
$8.57B
| $1.11M | 0.31% |
33,980
-295
|
|
||
35
Emcor
EME
$27.4B
| $1.11M | 0.3% |
5,984
+190
|
|
||
36
Extreme Networks
EXTR
$2.25B
| $1.06M | 0.29% |
+40,621
|
|
||
37
Uber
UBER
$165B
| $1.04M | 0.29% |
24,192
-17,919
|
|
||
38
Simpson Manufacturing
SSD
$6.92B
| $1.04M | 0.29% |
7,494
+108
|
|
||
39
Griffon
GFF
$3.55B
| $1.02M | 0.28% |
+25,269
|
|
||
40
Primerica
PRI
$8.26B
| $994K | 0.27% |
5,026
+60
|
|
||
41
AutoZone
AZO
$56.3B
| $947K | 0.26% |
380
+343
|
|
||
42
iShares Russell 1000 Value ETF
IWD
$69.3B
| $943K | 0.26% |
5,975
|
|
||
43
Clarivate
CLVT
$2.31B
| $934K | 0.26% |
98,007
+70,369
|
|
||
44
Novo Nordisk
NVO
$214B
| $909K | 0.25% |
11,234
+4,922
|
|
||
45
ASML
ASML
$410B
| $902K | 0.25% |
1,244
-348
|
|
||
46
Acushnet Holdings
GOLF
$4.84B
| $899K | 0.25% |
16,432
+371
|
|
||
47
Cummins
CMI
$69.9B
| $868K | 0.24% |
3,540
+3,382
|
|
||
48
Invesco S&P 500 Pure Growth ETF
RPG
$1.58B
| $847K | 0.23% |
27,770
|
|
||
49
LPL Financial
LPLA
$29B
| $824K | 0.23% |
3,790
-10
|
|
||
50
Merck
MRK
$251B
| $823K | 0.23% |
7,133
-5,155
|
|