KC

Kingfisher Capital Portfolio holdings

AUM $437M
1-Year Est. Return 41.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.72%
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
+$2.92M
2
+$1.71M
3
+$1.61M
4
SRCL
Stericycle Inc
SRCL
+$1.59M
5
MCK icon
McKesson
MCK
+$1.51M

Top Sells

1
+$4.69M
2
+$1.76M
3
+$1.71M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.59M
5
UNH icon
UnitedHealth
UNH
+$1.4M

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
276
$2K ﹤0.01%
+13
277
$2K ﹤0.01%
+23
278
$1K ﹤0.01%
+50
279
$1K ﹤0.01%
+12
280
$1K ﹤0.01%
+25
281
– –
-47,684
282
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-31,511
283
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-23,383
284
– –
-41,064
285
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-117,222
286
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-5,307
287
– –
-2,014
288
– –
-46,176
289
– –
-7,290
290
– –
-39,531
291
– –
-7,480
8 9 10 11
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