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
$157M
AUM Growth
+$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.06M
3
+$985K
4
SAN icon
Banco Santander
SAN
+$787K
5
TWTR
Twitter, Inc.
TWTR
+$615K

Top Sells

1
+$2.56M
2
+$1.63M
3
+$1.55M
4
UNP icon
Union Pacific
UNP
+$1.3M
5
EQT icon
EQT Corp
EQT
+$1.1M

Sector Composition

1 Healthcare 12.21%
2 Technology 9.88%
3 Materials 8.16%
4 Energy 7.27%
5 Financials 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.94M 1.23%
36,575
+176
27
$1.92M 1.22%
9,054
-259
28
$1.88M 1.19%
25,489
-1,282
29
$1.84M 1.17%
10,566
+7
30
$1.83M 1.16%
31,280
-480
31
$1.75M 1.11%
32,511
-68
32
$1.74M 1.1%
11,229
+435
33
$1.61M 1.02%
6,217
-117
34
$1.58M 1%
14,969
-379
35
$1.55M 0.99%
11,551
-3
36
$1.55M 0.99%
12,755
+378
37
$1.51M 0.96%
18,530
+774
38
$1.49M 0.95%
7,308
-16
39
$1.44M 0.92%
31,384
+359
40
$1.44M 0.91%
25,273
+753
41
$1.42M 0.9%
21,251
-501
42
$1.42M 0.9%
41,205
-536
43
$1.37M 0.87%
11,234
-310
44
$1.37M 0.87%
+44,271
45
$1.36M 0.86%
11,244
+212
46
$1.31M 0.84%
45,986
-732
47
$1.31M 0.83%
19,427
+580
48
$1.29M 0.82%
11,809
-163
49
$1.26M 0.8%
11,686
+121
50
$1.25M 0.8%
71,221
-1,676
1
2
3 4 5