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
$192M
AUM Growth
+$2.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.77M
3
+$1.7M
4
ADBE icon
Adobe
ADBE
+$1.62M
5
DD icon
DuPont de Nemours
DD
+$1.58M

Top Sells

1
+$3.57M
2
+$1.89M
3
+$1.88M
4
IYT icon
iShares US Transportation ETF
IYT
+$1.8M
5
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$1.31M

Sector Composition

1 Technology 9.05%
2 Healthcare 8.69%
3 Financials 7.58%
4 Industrials 7.48%
5 Energy 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.89M 0.98%
26,026
-1,653
27
$1.86M 0.97%
33,426
-3,789
28
$1.85M 0.96%
64,913
+2,006
29
$1.85M 0.96%
37,734
-3,015
30
$1.81M 0.94%
129,223
+860
31
$1.81M 0.94%
27,109
+757
32
$1.79M 0.93%
40,213
-2,452
33
$1.79M 0.93%
8,020
-461
34
$1.77M 0.92%
+14,342
35
$1.77M 0.92%
36,474
-3,758
36
$1.76M 0.91%
32,695
37
$1.75M 0.91%
62,940
+348
38
$1.71M 0.89%
37,735
-3,179
39
$1.71M 0.89%
66,528
-7,437
40
$1.68M 0.88%
41,173
-2,838
41
$1.65M 0.86%
69,249
-3,317
42
$1.63M 0.85%
55,973
+6,870
43
$1.63M 0.84%
244,370
+4,097
44
$1.62M 0.84%
12,819
-185
45
$1.62M 0.84%
108,648
+3,388
46
$1.62M 0.84%
+22,403
47
$1.58M 0.82%
+15,242
48
$1.54M 0.8%
10,525
-100
49
$1.53M 0.8%
66,482
-8,264
50
$1.53M 0.79%
18,443
+526
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