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
$187M
AUM Growth
-$5.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$2.06M
3
+$1.94M
4
PAAS icon
Pan American Silver
PAAS
+$1.81M
5
AU icon
AngloGold Ashanti
AU
+$1.8M

Top Sells

1
+$2.21M
2
+$2.15M
3
+$1.86M
4
SQM icon
Sociedad Química y Minera de Chile
SQM
+$1.85M
5
GSK icon
GSK
GSK
+$1.81M

Sector Composition

1 Healthcare 9.09%
2 Technology 9.07%
3 Financials 6.64%
4 Industrials 6.1%
5 Energy 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.88M 1%
37,520
-214
27
$1.81M 0.97%
32,992
-303
28
$1.81M 0.97%
+164,712
29
$1.8M 0.97%
+150,451
30
$1.79M 0.96%
39,759
-454
31
$1.73M 0.93%
12,519
-300
32
$1.73M 0.92%
25,966
-60
33
$1.71M 0.92%
+84,022
34
$1.71M 0.91%
126,083
-3,140
35
$1.69M 0.91%
40,633
-540
36
$1.69M 0.9%
16,612
+45
37
$1.67M 0.9%
61,730
-1,210
38
$1.66M 0.89%
56,635
+662
39
$1.63M 0.87%
65,873
-655
40
$1.62M 0.87%
14,964
-126
41
$1.61M 0.86%
17,031
-63
42
$1.61M 0.86%
15,182
-60
43
$1.57M 0.84%
65,806
-676
44
$1.57M 0.84%
34,747
-1,727
45
$1.55M 0.83%
+40,614
46
$1.54M 0.82%
239,845
-4,525
47
$1.53M 0.82%
30,928
-1,767
48
$1.52M 0.82%
10,424
-101
49
$1.52M 0.81%
7,810
-35
50
$1.52M 0.81%
108,184
-464
1
2
3 4 5