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
251
$6K ﹤0.01%
+59
252
$6K ﹤0.01%
+76
253
$6K ﹤0.01%
+90
254
$6K ﹤0.01%
+269
255
$5K ﹤0.01%
80
-22,290
256
$5K ﹤0.01%
+2,215
257
$5K ﹤0.01%
126
-24,453
258
$5K ﹤0.01%
+52
259
$5K ﹤0.01%
+35
260
$5K ﹤0.01%
+100
261
$5K ﹤0.01%
+211
262
$5K ﹤0.01%
+298
263
$5K ﹤0.01%
+46
264
$5K ﹤0.01%
+368
265
$4K ﹤0.01%
+79
266
$4K ﹤0.01%
64
-17,676
267
$4K ﹤0.01%
+266
268
$4K ﹤0.01%
+125
269
$4K ﹤0.01%
+79
270
$4K ﹤0.01%
+248
271
$3K ﹤0.01%
71
-21,070
272
$3K ﹤0.01%
+136
273
$3K ﹤0.01%
+192
274
$3K ﹤0.01%
+192
275
$2K ﹤0.01%
+200
8 9 10
11
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