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
$158M
AUM Growth
+$743K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$464K
2
+$339K
3
+$293K
4
JPM icon
JPMorgan Chase
JPM
+$279K
5
KHC icon
Kraft Heinz
KHC
+$276K

Top Sells

1
+$520K
2
+$473K
3
+$293K
4
IAU icon
iShares Gold Trust
IAU
+$261K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$229K

Sector Composition

1 Healthcare 12.38%
2 Technology 10.91%
3 Materials 7.55%
4 Energy 6.48%
5 Financials 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.96M 1.24%
30,111
-2,149
27
$1.91M 1.21%
37,973
-354
28
$1.89M 1.2%
22,176
-1,600
29
$1.87M 1.19%
22,040
+5,460
30
$1.86M 1.18%
10,059
-828
31
$1.68M 1.07%
10,677
-498
32
$1.66M 1.05%
7,519
-652
33
$1.62M 1.03%
5,888
-287
34
$1.53M 0.97%
44,595
+405
35
$1.53M 0.97%
10,912
-753
36
$1.49M 0.94%
12,992
-19
37
$1.46M 0.93%
18,472
-326
38
$1.36M 0.86%
10,780
-1,090
39
$1.35M 0.86%
7,270
-279
40
$1.35M 0.86%
7,162
+48
41
$1.35M 0.86%
28,364
-1,718
42
$1.34M 0.85%
6,392
-478
43
$1.33M 0.84%
16,642
-542
44
$1.32M 0.84%
24,439
-603
45
$1.3M 0.82%
12,407
+357
46
$1.25M 0.79%
20,216
-1,170
47
$1.25M 0.79%
12,149
-1,475
48
$1.24M 0.79%
53,397
-1,413
49
$1.22M 0.77%
12,328
-1,183
50
$1.2M 0.76%
17,958
-1,721
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