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
$278M
AUM Growth
+$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$8.37M
2
+$3.98M
3
+$3.18M
4
STZ icon
Constellation Brands
STZ
+$2.04M
5
AOS icon
A.O. Smith
AOS
+$1.81M

Top Sells

1
+$3.73M
2
+$3.11M
3
+$3M
4
CG icon
Carlyle Group
CG
+$2M
5
GILD icon
Gilead Sciences
GILD
+$1.6M

Sector Composition

1 Technology 13.44%
2 Healthcare 10.41%
3 Financials 8.08%
4 Industrials 7.39%
5 Consumer Discretionary 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.84M 1.02%
38,700
+1,520
27
$2.73M 0.98%
13,668
+779
28
$2.72M 0.98%
6,154
+396
29
$2.66M 0.95%
21,167
+1,293
30
$2.63M 0.94%
15,761
+951
31
$2.57M 0.92%
59,390
-5,816
32
$2.54M 0.91%
13,333
+852
33
$2.52M 0.91%
7,110
+326
34
$2.49M 0.9%
15,408
+990
35
$2.46M 0.88%
5,008
+329
36
$2.44M 0.88%
5,036
+361
37
$2.43M 0.87%
24,072
+1,235
38
$2.42M 0.87%
19,422
+1,550
39
$2.35M 0.85%
11,057
+110
40
$2.25M 0.81%
99,593
+11,447
41
$2.21M 0.79%
25,085
-304
42
$2.21M 0.79%
87,204
+24,022
43
$2.2M 0.79%
13,546
+786
44
$2.14M 0.77%
12,843
+886
45
$2.07M 0.74%
67,410
+3,615
46
$2.04M 0.73%
+10,752
47
$2.03M 0.73%
22,883
-1,612
48
$2.02M 0.72%
6,181
+1,270
49
$2M 0.72%
25,818
+1,750
50
$2M 0.72%
75,923
+22,104
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