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KBC Group

KBC Group Portfolio holdings

AUM $46.3B
1-Year Est. Return 43.9%
This Fund
S&P 500
This Quarter Est. Return
+11.62%
1 Year Est. Return
+43.9%
3 Year Est. Return
+135.96%
5 Year Est. Return
+174.68%
10 Year Est. Return
+648.16%
AUM
$33.9B
AUM Growth
+$3.8B
Cap. Flow
+$1.08B
Cap. Flow %
3.18%
Top 10 Hldgs %
22.39%
Holding
1,318
New
80
Increased
488
Reduced
417
Closed
95

Top Buys

Rank Stock Value
1
LIN icon
Linde
LIN
+$158M
2
DIS icon
Walt Disney
DIS
+$141M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$131M
4
AMZN icon
Amazon
AMZN
+$119M
5
CMCSA icon
Comcast
CMCSA
+$82.4M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$799M
2
ABT icon
Abbott
ABT
+$131M
3
ABBV icon
AbbVie
ABBV
+$131M
4
BAC icon
Bank of America
BAC
+$131M
5
PFE icon
Pfizer
PFE
+$125M

Sector Composition

Rank Sector Weight
1 Technology 25.21%
2 Healthcare 16.8%
3 Consumer Discretionary 13.99%
4 Financials 10.82%
5 Communication Services 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMH icon
651
American Homes 4 Rent
AMH
$12.5B
$2.85M 0.01%
99,922
+18,116
+22% +$511K
PPLI
652
People Inc
PPLI
$3.1B
$2.81M 0.01%
43,015
-1,057,725
-96% -$72.6M
ALNY icon
653
Alnylam Pharmaceuticals
ALNY
$29.3B
$2.79M 0.01%
19,138
-30,318
-61% -$4.31M
LYV icon
654
Live Nation Entertainment
LYV
$42.1B
$2.78M 0.01%
51,608
+16,894
+49% +$871K
BE icon
655
Bloom Energy
BE
$64.6B
$2.77M 0.01%
154,274
-9,200
-6% -$137K
J icon
656
Jacobs Solutions
J
$17B
$2.76M 0.01%
36,013
– –
LUV icon
657
Southwest Airlines
LUV
$23B
$2.73M 0.01%
72,800
+5,888
+9% +$209K
CE icon
658
Celanese
CE
$4.82B
$2.69M 0.01%
25,046
-11,702
-32% -$1.17M
NUE icon
659
Nucor
NUE
$62.1B
$2.68M 0.01%
59,810
– –
HWM icon
660
Howmet Aerospace
HWM
$112B
$2.68M 0.01%
160,212
– –
EXAS
661
DELISTED
Exact Sciences
EXAS
$2.65M 0.01%
26,002
-12,420
-32% -$1.07M
HUBG icon
662
HUB Group
HUBG
$2.92B
$2.63M 0.01%
104,812
-9,212
-8% -$238K
PCYO icon
663
Pure Cycle
PCYO
$261M
$2.62M 0.01%
291,028
+56,980
+24% +$536K
FRT icon
664
Federal Realty Investment Trust
FRT
$10.3B
$2.61M 0.01%
35,470
+16,848
+90% +$1.33M
ENPH icon
665
Enphase Energy
ENPH
$5.53B
$2.55M 0.01%
30,842
-1,768
-5% -$118K
OKE icon
666
Oneok
OKE
$54.5B
$2.55M 0.01%
97,966
-48,206
-33% -$1.34M
TFX icon
667
Teleflex
TFX
$5.98B
$2.55M 0.01%
7,484
-2,914
-28% -$1.08M
WRB icon
668
W.R. Berkley
WRB
$26.6B
$2.54M 0.01%
93,600
– –
LNT icon
669
Alliant Energy
LNT
$18B
$2.54M 0.01%
49,198
-7,382
-13% -$386K
ONC
670
BeOne Medicines Ltd
ONC
$39.4B
$2.54M 0.01%
8,866
+564
+7% +$133K
CPT icon
671
Camden Property Trust
CPT
$11.3B
$2.54M 0.01%
28,512
-10,882
-28% -$979K
PLUS icon
672
ePlus
PLUS
$2.34B
$2.5M 0.01%
68,176
+13,408
+24% +$498K
FBIN icon
673
Fortune Brands Innovations
FBIN
$6.06B
$2.47M 0.01%
33,408
– –
HAL icon
674
Halliburton
HAL
$26.6B
$2.47M 0.01%
204,862
-66,328
-24% -$960K
OHI icon
675
Omega Healthcare
OHI
$14.7B
$2.46M 0.01%
82,172
+6,464
+9% +$202K
25 26
27
28 29

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KBC Group's Q3 2020 Portfolio in Review

As of Q3 2020, KBC Group held 1,318 positions worth $33.9B, up 13% from $30.1B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

KBC Group deployed $1.08B of net new capital in Q3 2020, opening 80 new positions and adding to 488 existing holdings. Its largest new stake was Zscaler: 116,718 shares worth $16.4M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 27% a quarter earlier, followed by Healthcare and Consumer Discretionary.

On the sell side, the largest reduction was Apple, an estimated $799M trimmed.

  • KBC Group's largest Q3 2020 buy was Zscaler: 116,718 shares worth $16.4M.
  • KBC Group added most to Linde in Q3 2020, an estimated $158M increase.
  • KBC Group's biggest Q3 2020 reduction was Apple, cutting an estimated $799M.
  • KBC Group fully exited Popular Inc in Q3 2020, selling an estimated $20.3M.
  • KBC Group's ten largest holdings make up 22% of its $33.9B portfolio in Q3 2020.
  • KBC Group opened 80 new positions and closed 95 in Q3 2020.
  • KBC Group's portfolio value rose 13% quarter-over-quarter to $33.9B.

Based on KBC Group's 13F filing for Q3 2020, filed 28 Oct 2020.