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
$195M
AUM Growth
+$8.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$2.79M
3
+$2.21M
4
GD icon
General Dynamics
GD
+$2.03M
5
RTN
Raytheon Company
RTN
+$1.99M

Top Sells

1
+$2.87M
2
+$2.08M
3
+$1.88M
4
PAAS icon
Pan American Silver
PAAS
+$1.81M
5
AU icon
AngloGold Ashanti
AU
+$1.8M

Sector Composition

1 Financials 9.55%
2 Industrials 9.24%
3 Healthcare 9.18%
4 Technology 8.29%
5 Energy 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.61M 0.83%
21,445
+2,229
52
$1.6M 0.82%
+13,876
53
$1.6M 0.82%
+18,545
54
$1.58M 0.81%
+33,141
55
$1.58M 0.81%
17,745
+789
56
$1.57M 0.8%
+16,748
57
$1.55M 0.8%
58,741
+2,106
58
$1.55M 0.8%
238,921
-924
59
$1.53M 0.79%
24,488
+2,506
60
$1.52M 0.78%
17,813
+1,201
61
$1.51M 0.77%
+40,636
62
$1.49M 0.76%
+10,078
63
$1.46M 0.75%
+7,605
64
$1.45M 0.74%
68,666
+2,860
65
$1.45M 0.74%
15,776
+594
66
$1.45M 0.74%
14,322
+855
67
$1.42M 0.73%
25,921
+429
68
$1.4M 0.72%
21,383
+330
69
$1.36M 0.7%
21,779
+663
70
$1.36M 0.7%
+7,394
71
$1.31M 0.67%
12,593
+384
72
$1.28M 0.65%
24,308
-2,300
73
$1.25M 0.64%
13,582
+389
74
$1.25M 0.64%
17,395
+617
75
$1.24M 0.64%
96,840
-29,243
1 2
3
4 5