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
26
$1.87M 1.1%
25,641
+1,586
27
$1.83M 1.08%
9,676
-16
28
$1.82M 1.07%
14,284
+116
29
$1.8M 1.06%
26,151
+1,879
30
$1.8M 1.06%
12,666
-186
31
$1.78M 1.05%
26,780
+17,598
32
$1.74M 1.03%
29,176
+2,065
33
$1.74M 1.03%
37,626
+989
34
$1.68M 0.99%
7,731
+32
35
$1.67M 0.99%
17,959
+996
36
$1.61M 0.95%
18,477
+800
37
$1.58M 0.94%
+8,024
38
$1.56M 0.92%
19,953
+1,125
39
$1.55M 0.91%
28,959
-4,291
40
$1.53M 0.9%
+14,029
41
$1.52M 0.9%
33,936
+1,654
42
$1.51M 0.89%
15,906
+918
43
$1.51M 0.89%
+12,517
44
$1.51M 0.89%
15,666
+928
45
$1.47M 0.87%
11,164
-233
46
$1.45M 0.86%
21,974
+992
47
$1.43M 0.85%
20,531
+700
48
$1.43M 0.84%
+63,488
49
$1.42M 0.84%
26,335
+1,933
50
$1.42M 0.84%
33,195
+2,346
1
2
3 4 5