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
TXN icon
501
Texas Instruments
TXN
$182B
$3K ﹤0.01%
14
UDR icon
502
UDR
UDR
$11.4B
$2K ﹤0.01%
39
AAON icon
503
Aaon
AAON
$6.62B
$2K ﹤0.01%
35
AEP icon
504
American Electric Power
AEP
$72.3B
$2K ﹤0.01%
19
AIZ icon
505
Assurant
AIZ
$10.9B
$2K ﹤0.01%
14
AKAM icon
506
Akamai
AKAM
$16.8B
$2K ﹤0.01%
19
AVB icon
507
AvalonBay Communities
AVB
$23.5B
$2K ﹤0.01%
8
CHTR icon
508
Charter Communications
CHTR
$27.9B
$2K ﹤0.01%
5
-1,175
CL icon
509
Colgate-Palmolive
CL
$66.7B
$2K ﹤0.01%
25
-6,460
COLB icon
510
Columbia Banking Systems
COLB
$8.03B
$2K ﹤0.01%
100
CPB icon
511
Campbell Soup
CPB
$6.23B
$2K ﹤0.01%
35
DGX icon
512
Quest Diagnostics
DGX
$21.6B
$2K ﹤0.01%
14
DOW icon
513
Dow Inc
DOW
$29.8B
$2K ﹤0.01%
41
DRI icon
514
Darden Restaurants
DRI
$21.8B
$2K ﹤0.01%
14
DVA icon
515
DaVita
DVA
$10B
$2K ﹤0.01%
22
EMR icon
516
Emerson Electric
EMR
$75.7B
$2K ﹤0.01%
20
ENOV icon
517
Enovis
ENOV
$1.29B
$2K ﹤0.01%
+25
FMC icon
518
FMC
FMC
$2.21B
$2K ﹤0.01%
16
FOXA icon
519
Fox Class A
FOXA
$25.4B
$2K ﹤0.01%
+53
FSLR icon
520
First Solar
FSLR
$20.7B
$2K ﹤0.01%
10
GEHC icon
521
GE HealthCare
GEHC
$31.8B
$2K ﹤0.01%
21
HPE icon
522
Hewlett Packard
HPE
$32.7B
$2K ﹤0.01%
145
HPQ icon
523
HP
HPQ
$17B
$2K ﹤0.01%
69
HRL icon
524
Hormel Foods
HRL
$11.8B
$2K ﹤0.01%
+43
IEX icon
525
IDEX
IEX
$14.2B
$2K ﹤0.01%
9