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
BCPC
501
Balchem Corp
BCPC
$5.13B
$3K ﹤0.01%
22
UDR icon
502
UDR
UDR
$12.8B
$2K ﹤0.01%
39
EMR icon
503
Emerson Electric
EMR
$77.1B
$2K ﹤0.01%
20
ENOV icon
504
Enovis
ENOV
$1.35B
$2K ﹤0.01%
+25
FMC icon
505
FMC
FMC
$1.43B
$2K ﹤0.01%
16
FOXA icon
506
Fox Class A
FOXA
$28.1B
$2K ﹤0.01%
+53
FSLR icon
507
First Solar
FSLR
$29.7B
$2K ﹤0.01%
10
GEHC icon
508
GE HealthCare
GEHC
$29.2B
$2K ﹤0.01%
21
HPE icon
509
Hewlett Packard
HPE
$65.4B
$2K ﹤0.01%
145
HPQ icon
510
HP
HPQ
$23.4B
$2K ﹤0.01%
69
HRL icon
511
Hormel Foods
HRL
$13B
$2K ﹤0.01%
+43
IEX icon
512
IDEX
IEX
$15.9B
$2K ﹤0.01%
9
AAON icon
513
Aaon
AAON
$10.9B
$2K ﹤0.01%
35
AEP icon
514
American Electric Power
AEP
$70.3B
$2K ﹤0.01%
19
AIZ icon
515
Assurant
AIZ
$12.7B
$2K ﹤0.01%
14
AKAM icon
516
Akamai
AKAM
$21.8B
$2K ﹤0.01%
19
DOW icon
517
Dow Inc
DOW
$24.5B
$2K ﹤0.01%
41
DRI icon
518
Darden Restaurants
DRI
$22.7B
$2K ﹤0.01%
14
DVA icon
519
DaVita
DVA
$12.3B
$2K ﹤0.01%
22
INTC icon
520
Intel
INTC
$505B
$2K ﹤0.01%
49
-11,366
INVH icon
521
Invitation Homes
INVH
$17.8B
$2K ﹤0.01%
50
IPG
522
DELISTED
Interpublic Group of Companies
IPG
$2K ﹤0.01%
57
JBHT icon
523
JB Hunt Transport Services
JBHT
$26.8B
$2K ﹤0.01%
13
OPLN
524
Openlane
OPLN
$3.85B
$2K ﹤0.01%
153
KIM icon
525
Kimco Realty
KIM
$16.4B
$2K ﹤0.01%
79
19 20
21
22 23