KCP

KDI Capital Partners Portfolio holdings

AUM $290M
1-Year Est. Return 26.11%
This Quarter Est. Return
1 Year Est. Return
+26.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
+$8.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$7.32M
2
+$2.58M
3
+$1.63M

Top Sells

1
+$4.67M
2
+$4.41M
3
+$4.31M
4
BABA icon
Alibaba
BABA
+$1.8M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$979K

Sector Composition

1 Healthcare 26.65%
2 Technology 19.8%
3 Financials 13.77%
4 Consumer Discretionary 9.66%
5 Consumer Staples 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$624K 0.31%
5,033
27
$423K 0.21%
3,656
28
$346K 0.17%
4,921
-147
29
$284K 0.14%
965
-6,131
1
2