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
$173M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.41M
3
+$1.38M
4
WYNN icon
Wynn Resorts
WYNN
+$1.23M
5
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
+$974K

Top Sells

1
+$3.25M
2
+$2.2M
3
+$1.92M
4
AET
Aetna Inc
AET
+$1.89M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$1.77M

Sector Composition

1 Healthcare 10.3%
2 Industrials 9.83%
3 Financials 8.56%
4 Technology 8.05%
5 Energy 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.85M 1.06%
96,100
-2,861
27
$1.79M 1.03%
25,705
-1,284
28
$1.78M 1.03%
19,094
-265
29
$1.77M 1.02%
40,039
-689
30
$1.73M 1%
18,102
-415
31
$1.72M 0.99%
40,026
-1,600
32
$1.72M 0.99%
38,055
-863
33
$1.7M 0.98%
13,968
-463
34
$1.7M 0.98%
19,758
-642
35
$1.7M 0.98%
36,477
-2,108
36
$1.69M 0.97%
13,000
-289
37
$1.62M 0.93%
24,368
-332
38
$1.6M 0.92%
16,842
-330
39
$1.59M 0.92%
15,403
-452
40
$1.58M 0.91%
16,389
-450
41
$1.57M 0.9%
58,080
-1,563
42
$1.57M 0.9%
30,928
43
$1.56M 0.9%
9,858
-212
44
$1.56M 0.9%
11,454
-815
45
$1.55M 0.89%
66,511
-2,100
46
$1.51M 0.87%
16,591
+4,644
47
$1.5M 0.86%
69,472
-2,338
48
$1.47M 0.84%
13,827
-253
49
$1.45M 0.84%
36,010
-1,528
50
$1.45M 0.84%
238,729
+1,568
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