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KBC Group Portfolio holdings
AUM
$39.9B
1-Year Est. Return
29.7%
This Fund
S&P 500
This Quarter
Est. Return
+7.01%
1 Year Est. Return
+29.7%
3 Year Est. Return
+99.77%
5 Year Est. Return
+133.11%
10 Year Est. Return
+496.57%
AUM
$11.7B
AUM Growth
+$679M
(+6.2%)
Cap. Flow
+$28.6M
Cap. Flow
% of AUM
0.24%
Top 10 Holdings %
Top 10 Hldgs %
14.85%
Holding
1,328
New
71
Increased
347
Reduced
587
Closed
69
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Lam Research
LRCX
|
+$54.8M |
| 2 |
Procter & Gamble
PG
|
+$48.9M |
| 3 |
Applied Materials
AMAT
|
+$39.4M |
| 4 |
WBA
Walgreens Boots Alliance
WBA
|
+$38M |
| 5 |
Qualcomm
QCOM
|
+$36.9M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
CELG
Celgene Corp
CELG
|
+$41.2M |
| 2 |
Gilead Sciences
GILD
|
+$37M |
| 3 |
AbbVie
ABBV
|
+$35.6M |
| 4 |
Exelon
EXC
|
+$33.2M |
| 5 |
Johnson & Johnson
JNJ
|
+$32.6M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 17.91% |
| 2 | Financials | 17.7% |
| 3 | Healthcare | 14.21% |
| 4 | Industrials | 10.49% |
| 5 | Consumer Discretionary | 10.42% |
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KBC Group's Q4 2017 Portfolio in Review
As of Q4 2017, KBC Group held 1,328 positions worth $11.7B, up 6.2% from $11B the previous quarter. Its ten largest holdings account for 15% of the portfolio.
KBC Group's Q4 2017 filing shows 71 new, 347 increased, 587 reduced and 69 closed positions. Its largest new stake was Coca-Cola Europacific Partners: 311,633 shares worth $12.4M. The largest sale was Celgene Corp, an estimated $41.2M.
By sector, the portfolio is most concentrated in Technology at 18% of assets, up from 15% a quarter earlier, followed by Financials and Healthcare.
- KBC Group's largest Q4 2017 buy was Coca-Cola Europacific Partners: 311,633 shares worth $12.4M.
- KBC Group added most to Lam Research in Q4 2017, an estimated $54.8M increase.
- KBC Group's biggest Q4 2017 reduction was Celgene Corp, cutting an estimated $41.2M.
- KBC Group fully exited Gulfport Energy Corp. in Q4 2017, selling an estimated $2.72M.
- KBC Group's ten largest holdings make up 15% of its $11.7B portfolio in Q4 2017.
- KBC Group opened 71 new positions and closed 69 in Q4 2017.
- KBC Group's portfolio value rose 6.2% quarter-over-quarter to $11.7B.
Based on KBC Group's 13F filing for Q4 2017, filed 7 Feb 2018.