KFP
KB Financial Partners Portfolio holdings
AUM
$350M
This Quarter Return
+5.03%
1 Year Return
+19%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$364M
AUM Growth
+$364M
(+7%)
Cap. Flow
+$8.1M
Cap. Flow
% of AUM
2.23%
Top 10 Holdings %
Top 10 Hldgs %
64.99%
Holding
646
New
57
Increased
146
Reduced
149
Closed
47
Top Buys
| 1 |
iShares MSCI Japan ETF
EWJ
|
$3.52M |
| 2 |
Canadian National Railway
CNI
|
$1.55M |
| 3 |
Nabors Industries
NBR
|
$1.46M |
| 4 |
Arch Capital
ACGL
|
$1.46M |
| 5 |
Visa
V
|
$1.32M |
Top Sells
| 1 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
$2.63M |
| 2 |
Liberty Media Series A
FWONA
|
$2.3M |
| 3 |
UnitedHealth
UNH
|
$1.29M |
| 4 |
PepsiCo
PEP
|
$1.13M |
| 5 |
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% |
