KFP

KB Financial Partners Portfolio holdings

AUM $350M
1-Year Est. Return 19%
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
JUST icon
51
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$501M
$809K 0.22%
12,803
-327
MANH icon
52
Manhattan Associates
MANH
$10.6B
$798K 0.22%
3,990
-416
LSTR icon
53
Landstar System
LSTR
$4.97B
$795K 0.22%
4,128
+110
PGR icon
54
Progressive
PGR
$131B
$790K 0.22%
5,966
+3,314
AAPL icon
55
Apple
AAPL
$4.04T
$781K 0.21%
4,024
+246
GE icon
56
GE Aerospace
GE
$324B
$781K 0.21%
8,909
+8,830
RACE icon
57
Ferrari
RACE
$67.1B
$765K 0.21%
2,352
+152
TJX icon
58
TJX Companies
TJX
$172B
$757K 0.21%
8,922
-1,552
AON icon
59
Aon
AON
$75.2B
$746K 0.21%
2,161
+50
WTS icon
60
Watts Water Technologies
WTS
$9.33B
$721K 0.2%
3,924
+115
TAP icon
61
Molson Coors Class B
TAP
$9.42B
$720K 0.2%
10,930
+417
TTC icon
62
Toro Company
TTC
$7.6B
$701K 0.19%
6,900
+403
USFD icon
63
US Foods
USFD
$17.3B
$674K 0.19%
15,321
+14,405
GGG icon
64
Graco
GGG
$13.7B
$661K 0.18%
7,655
-2,095
HI icon
65
Hillenbrand
HI
$2.23B
$659K 0.18%
12,843
+436
SPY icon
66
SPDR S&P 500 ETF Trust
SPY
$712B
$656K 0.18%
1,481
CRVL icon
67
CorVel
CRVL
$3.52B
$648K 0.18%
10,044
+162
ICLR icon
68
Icon
ICLR
$13.3B
$641K 0.18%
2,562
+88
RBC icon
69
RBC Bearings
RBC
$14.3B
$628K 0.17%
2,889
+831
GS icon
70
Goldman Sachs
GS
$268B
$626K 0.17%
1,942
+1,797
FCNCA icon
71
First Citizens BancShares
FCNCA
$26.5B
$625K 0.17%
+487
ORLY icon
72
O'Reilly Automotive
ORLY
$76.8B
$620K 0.17%
9,735
+8,265
SLB icon
73
SLB Ltd
SLB
$56.9B
$610K 0.17%
12,415
+10,882
AMG icon
74
Affiliated Managers Group
AMG
$7.85B
$588K 0.16%
3,924
+320
TEAM icon
75
Atlassian
TEAM
$42.4B
$581K 0.16%
3,464
+1,332
1 2
3
4 5