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
$415M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$373K
3
+$235K
4
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$221K
5
BK icon
Bank of New York Mellon
BK
+$209K

Top Sells

1
+$480K
2
+$463K
3
+$455K
4
PEP icon
PepsiCo
PEP
+$401K
5
ABT icon
Abbott
ABT
+$337K

Sector Composition

1 Technology 20.25%
2 Financials 12.12%
3 Consumer Discretionary 11.37%
4 Healthcare 10.89%
5 Industrials 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.27M 1.27%
21,104
-1
27
$5.11M 1.23%
51,351
+28
28
$5.06M 1.22%
44,544
-2,968
29
$4.92M 1.18%
38,447
-314
30
$4.85M 1.17%
11,815
-174
31
$4.65M 1.12%
98,817
-1,770
32
$4.53M 1.09%
34,516
-514
33
$4.46M 1.07%
36,508
+723
34
$4.34M 1.04%
17,026
-303
35
$4.17M 1%
9,904
-1,082
36
$4.13M 1%
14,814
-149
37
$4.07M 0.98%
1,121
-16
38
$4.07M 0.98%
27,366
+227
39
$3.99M 0.96%
28,092
-188
40
$3.88M 0.93%
8,523
-622
41
$3.68M 0.89%
43,303
-267
42
$3.63M 0.87%
22,026
-892
43
$3.57M 0.86%
24,538
+83
44
$3.5M 0.84%
19,239
-586
45
$3.32M 0.8%
51,986
+504
46
$3.27M 0.79%
27,157
-51
47
$3.09M 0.74%
25,227
+420
48
$3.05M 0.73%
31,350
+490
49
$3.04M 0.73%
5,415
+13
50
$3.02M 0.73%
8,711
-958
1
2
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