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
KMB icon
526
Kimberly-Clark
KMB
$32.9B
$2K ﹤0.01%
12
KMI icon
527
Kinder Morgan
KMI
$70.8B
$2K ﹤0.01%
111
LH icon
528
Labcorp
LH
$21.8B
$2K ﹤0.01%
10
LOPE icon
529
Grand Canyon Education
LOPE
$4.05B
$2K ﹤0.01%
17
LUV icon
530
Southwest Airlines
LUV
$20.2B
$2K ﹤0.01%
55
MMM icon
531
3M
MMM
$79.9B
$2K ﹤0.01%
20
-9
MOH icon
532
Molina Healthcare
MOH
$9.97B
$2K ﹤0.01%
6
NEM icon
533
Newmont
NEM
$108B
$2K ﹤0.01%
36
NTAP icon
534
NetApp
NTAP
$33.3B
$2K ﹤0.01%
28
OMCL icon
535
Omnicell
OMCL
$1.98B
$2K ﹤0.01%
25
PAYX icon
536
Paychex
PAYX
$36.1B
$2K ﹤0.01%
20
-2,157
PLXS icon
537
Plexus
PLXS
$7.34B
$2K ﹤0.01%
22
+8
PUK icon
538
Prudential
PUK
$31.8B
$2K ﹤0.01%
73
PYPL icon
539
PayPal
PYPL
$36.6B
$2K ﹤0.01%
24
REGN icon
540
Regeneron Pharmaceuticals
REGN
$66.8B
$2K ﹤0.01%
3
ROP icon
541
Roper Technologies
ROP
$33.7B
$2K ﹤0.01%
4
RVTY icon
542
Revvity
RVTY
$11B
$2K ﹤0.01%
19
SBH icon
543
Sally Beauty Holdings
SBH
$1.16B
$2K ﹤0.01%
160
SEDG icon
544
SolarEdge
SEDG
$3.82B
$2K ﹤0.01%
7
-1
SSB icon
545
SouthState Bank Corp
SSB
$9.36B
$2K ﹤0.01%
32
STT icon
546
State Street
STT
$44.7B
$2K ﹤0.01%
24
STX icon
547
Seagate
STX
$194B
$2K ﹤0.01%
31
SYK icon
548
Stryker
SYK
$118B
$2K ﹤0.01%
7
-1,812
T icon
549
AT&T
T
$159B
$2K ﹤0.01%
110
-63
TEL icon
550
TE Connectivity
TEL
$62.6B
$2K ﹤0.01%
15
20 21
22
23 24