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 +$3.52M
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
TXN icon
501
Texas Instruments
TXN
$201B
$3K ﹤0.01%
14
AAON icon
502
Aaon
AAON
$7.87B
$2K ﹤0.01%
35
AEP icon
503
American Electric Power
AEP
$64.5B
$2K ﹤0.01%
19
AIZ icon
504
Assurant
AIZ
$12.2B
$2K ﹤0.01%
14
AKAM icon
505
Akamai
AKAM
$13.7B
$2K ﹤0.01%
19
AVB icon
506
AvalonBay Communities
AVB
$24.5B
$2K ﹤0.01%
8
CHTR icon
507
Charter Communications
CHTR
$29.3B
$2K ﹤0.01%
5
-1,175
CL icon
508
Colgate-Palmolive
CL
$76.1B
$2K ﹤0.01%
25
-6,460
COLB icon
509
Columbia Banking Systems
COLB
$9.47B
$2K ﹤0.01%
100
CPB icon
510
Campbell Soup
CPB
$8.6B
$2K ﹤0.01%
35
DGX icon
511
Quest Diagnostics
DGX
$21.2B
$2K ﹤0.01%
14
DOW icon
512
Dow Inc
DOW
$22.8B
$2K ﹤0.01%
41
DRI icon
513
Darden Restaurants
DRI
$24.9B
$2K ﹤0.01%
14
DVA icon
514
DaVita
DVA
$9.41B
$2K ﹤0.01%
22
EMR icon
515
Emerson Electric
EMR
$88.4B
$2K ﹤0.01%
20
ENOV icon
516
Enovis
ENOV
$1.29B
$2K ﹤0.01%
+25
FMC icon
517
FMC
FMC
$1.84B
$2K ﹤0.01%
16
FOXA icon
518
Fox Class A
FOXA
$27.6B
$2K ﹤0.01%
+53
FSLR icon
519
First Solar
FSLR
$23.5B
$2K ﹤0.01%
10
GEHC icon
520
GE HealthCare
GEHC
$36.8B
$2K ﹤0.01%
21
HPE icon
521
Hewlett Packard
HPE
$31.5B
$2K ﹤0.01%
145
HPQ icon
522
HP
HPQ
$18B
$2K ﹤0.01%
69
HRL icon
523
Hormel Foods
HRL
$13.7B
$2K ﹤0.01%
+43
IEX icon
524
IDEX
IEX
$15.8B
$2K ﹤0.01%
9
INTC icon
525
Intel
INTC
$253B
$2K ﹤0.01%
49
-11,366