KFP
KMG Fiduciary Partners Portfolio holdings
AUM
$1.35B
1-Year Return
17.38%
This Quarter Return
+11.73%
1 Year Return
+17.38%
3 Year Return
+81.94%
5 Year Return
+130.92%
10 Year Return
–
AUM
$1.35B
AUM Growth
+$146M
(+12%)
Cap. Flow
+$36.1M
Cap. Flow
% of AUM
2.67%
Top 10 Holdings %
Top 10 Hldgs %
32.93%
Holding
296
New
12
Increased
165
Reduced
61
Closed
8
Top Buys
| 1 |
Novo Nordisk
NVO
|
$4.79M |
| 2 |
Chipotle Mexican Grill
CMG
|
$3.56M |
| 3 |
Goldman Sachs
GS
|
$3.45M |
| 4 |
Palantir
PLTR
|
$1.83M |
| 5 |
Dow Inc
DOW
|
$1.62M |
Top Sells
| 1 |
Walt Disney
DIS
|
$3.4M |
| 2 |
Johnson & Johnson
JNJ
|
$2.82M |
| 3 |
American Electric Power
AEP
|
$2.55M |
| 4 |
Cleveland-Cliffs
CLF
|
$2.26M |
| 5 |
Devon Energy
DVN
|
$1.63M |
Sector Composition
| 1 | Technology | 23.05% |
| 2 | Financials | 10.32% |
| 3 | Communication Services | 6.53% |
| 4 | Healthcare | 6.39% |
| 5 | Consumer Discretionary | 6% |
