KC

Kingfisher Capital Portfolio holdings

AUM $437M
1-Year Est. Return 41.7%
This Quarter Est. Return
1 Year Est. Return
+41.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.58M
3
+$1.53M
4
SRCL
Stericycle Inc
SRCL
+$1.51M
5
MUR icon
Murphy Oil
MUR
+$1.43M

Top Sells

1
+$4.69M
2
+$1.76M
3
+$1.7M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.5M
5
UNH icon
UnitedHealth
UNH
+$1.41M

Sector Composition

1 Healthcare 11.16%
2 Industrials 11.13%
3 Financials 8.43%
4 Technology 8.23%
5 Consumer Staples 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8K ﹤0.01%
+471
227
$8K ﹤0.01%
+50
228
$8K ﹤0.01%
+196
229
$8K ﹤0.01%
+71
230
$8K ﹤0.01%
+184
231
$8K ﹤0.01%
+153
232
$8K ﹤0.01%
+333
233
$8K ﹤0.01%
+37
234
$8K ﹤0.01%
+424
235
$8K ﹤0.01%
+163
236
$8K ﹤0.01%
+235
237
$8K ﹤0.01%
+166
238
$8K ﹤0.01%
+296
239
$8K ﹤0.01%
+170
240
$8K ﹤0.01%
+303
241
$8K ﹤0.01%
+116
242
$7K ﹤0.01%
+9
243
$7K ﹤0.01%
+283
244
$7K ﹤0.01%
+205
245
$7K ﹤0.01%
+51
246
$7K ﹤0.01%
+100
247
$7K ﹤0.01%
+104
248
$6K ﹤0.01%
+176
249
$6K ﹤0.01%
+200
250
$6K ﹤0.01%
+127
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