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
$376M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$13.9M
3
+$5.25M
4
EWY icon
iShares MSCI South Korea ETF
EWY
+$4.92M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$4.54M

Top Sells

1
+$20M
2
+$5.69M
3
+$5.67M
4
CCI icon
Crown Castle
CCI
+$5.47M
5
PLD icon
Prologis
PLD
+$4.93M

Sector Composition

1 Technology 14.46%
2 Financials 11.54%
3 Healthcare 11.26%
4 Consumer Discretionary 8.39%
5 Industrials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.55M 1.21%
51,603
+1,473
27
$4.54M 1.21%
+83,336
28
$4.45M 1.18%
34,283
+1,636
29
$4.4M 1.17%
+233,874
30
$4.35M 1.16%
52,055
+2,055
31
$4.33M 1.15%
10,026
+238
32
$3.95M 1.05%
35,907
+85
33
$3.93M 1.04%
+103,382
34
$3.87M 1.03%
26,194
+381
35
$3.84M 1.02%
25,669
-11,561
36
$3.79M 1.01%
+10,934
37
$3.75M 1%
50,378
+29,113
38
$3.69M 0.98%
17,221
-9
39
$3.6M 0.96%
11,656
-162
40
$3.55M 0.94%
35,812
+737
41
$3.54M 0.94%
17,787
+1,025
42
$3.49M 0.93%
105,257
-4,423
43
$3.25M 0.86%
9,148
+301
44
$3.21M 0.85%
15,437
+332
45
$3.19M 0.85%
37,963
+3,123
46
$3.13M 0.83%
14,447
+325
47
$3.06M 0.81%
7,652
+153
48
$2.96M 0.79%
45,612
+1,849
49
$2.94M 0.78%
25,484
-488
50
$2.69M 0.72%
36,312
+1,755
1
2
3 4 5