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
$192M
AUM Growth
+$2.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.77M
3
+$1.7M
4
ADBE icon
Adobe
ADBE
+$1.62M
5
DD icon
DuPont de Nemours
DD
+$1.58M

Top Sells

1
+$3.57M
2
+$1.89M
3
+$1.88M
4
IYT icon
iShares US Transportation ETF
IYT
+$1.8M
5
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$1.31M

Sector Composition

1 Technology 9.05%
2 Healthcare 8.69%
3 Financials 7.58%
4 Industrials 7.48%
5 Energy 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.5M 0.78%
15,090
-1,240
52
$1.47M 0.77%
17,884
-3,899
53
$1.47M 0.76%
17,094
+556
54
$1.46M 0.76%
7,845
+251
55
$1.46M 0.76%
35,977
-3,402
56
$1.36M 0.7%
+16,726
57
$1.34M 0.7%
16,283
-1,722
58
$1.33M 0.69%
+22,127
59
$1.33M 0.69%
25,237
-2,082
60
$1.32M 0.69%
16,657
-1,360
61
$1.31M 0.68%
32,746
+983
62
$1.29M 0.67%
12,779
+1
63
$1.27M 0.66%
+26,170
64
$1.27M 0.66%
61,095
-5,693
65
$1.26M 0.66%
23,403
-1,922
66
$1.26M 0.65%
+32,238
67
$1.25M 0.65%
39,539
+1,465
68
$1.25M 0.65%
27,695
+745
69
$1.24M 0.64%
76,380
+2,760
70
$1.24M 0.64%
+16,426
71
$1.23M 0.64%
+33,645
72
$1.22M 0.64%
21,251
-1,974
73
$1.2M 0.62%
+12,294
74
$1.2M 0.62%
159,853
+4,402
75
$1.19M 0.62%
21,112
-2,517
1 2
3
4 5