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
INVH icon
526
Invitation Homes
INVH
$16.1B
$2K ﹤0.01%
50
IPG
527
DELISTED
Interpublic Group of Companies
IPG
$2K ﹤0.01%
57
JBHT icon
528
JB Hunt Transport Services
JBHT
$21.6B
$2K ﹤0.01%
13
OPLN
529
Openlane
OPLN
$3.13B
$2K ﹤0.01%
153
KMI icon
530
Kinder Morgan
KMI
$67.9B
$2K ﹤0.01%
111
LH icon
531
Labcorp
LH
$23B
$2K ﹤0.01%
10
LOPE icon
532
Grand Canyon Education
LOPE
$4.75B
$2K ﹤0.01%
17
LUV icon
533
Southwest Airlines
LUV
$26.7B
$2K ﹤0.01%
55
MMM icon
534
3M
MMM
$90.9B
$2K ﹤0.01%
20
-9
MOH icon
535
Molina Healthcare
MOH
$6.77B
$2K ﹤0.01%
6
NEM icon
536
Newmont
NEM
$126B
$2K ﹤0.01%
36
NTAP icon
537
NetApp
NTAP
$20.5B
$2K ﹤0.01%
28
OMCL icon
538
Omnicell
OMCL
$1.66B
$2K ﹤0.01%
25
PAYX icon
539
Paychex
PAYX
$35.4B
$2K ﹤0.01%
20
-2,157
PLXS icon
540
Plexus
PLXS
$5.52B
$2K ﹤0.01%
22
+8
PUK icon
541
Prudential
PUK
$41.2B
$2K ﹤0.01%
73
PYPL icon
542
PayPal
PYPL
$37.2B
$2K ﹤0.01%
24
REGN icon
543
Regeneron Pharmaceuticals
REGN
$83B
$2K ﹤0.01%
3
ROP icon
544
Roper Technologies
ROP
$38.6B
$2K ﹤0.01%
4
RVTY icon
545
Revvity
RVTY
$11.5B
$2K ﹤0.01%
19
SBH icon
546
Sally Beauty Holdings
SBH
$1.59B
$2K ﹤0.01%
160
SEDG icon
547
SolarEdge
SEDG
$2.15B
$2K ﹤0.01%
7
-1
SYK icon
548
Stryker
SYK
$137B
$2K ﹤0.01%
7
-1,812
T icon
549
AT&T
T
$191B
$2K ﹤0.01%
110
-63
TEL icon
550
TE Connectivity
TEL
$63.4B
$2K ﹤0.01%
15