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
$221M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1 +$1.91M
2 +$1.82M
3 +$473K
4
AAPL icon
Apple
AAPL
+$452K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$273K

Top Sells

1 +$284K
2 +$206K
3 +$193K
4
AMZN icon
Amazon
AMZN
+$176K
5
MA icon
Mastercard
MA
+$167K

Sector Composition

1 Healthcare 27.11%
2 Technology 20.71%
3 Financials 14.3%
4 Communication Services 8.81%
5 Consumer Discretionary 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$933K 0.42%
20,290
+750
27
$767K 0.35%
12,358
+222
28
$483K 0.22%
5,256
+335
29
$473K 0.21%
+10,028
30
$273K 0.12%
+5,457
31
-965