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
$193M
AUM Growth
-$2.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.91M
3
+$1.76M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.7M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.59M

Top Sells

1
+$3.89M
2
+$3.12M
3
+$2.48M
4
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$2.34M
5
CAR icon
Avis
CAR
+$2.27M

Sector Composition

1 Industrials 10.37%
2 Healthcare 9.77%
3 Financials 8.65%
4 Technology 7.84%
5 Energy 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.64M 0.85%
41,626
+683
52
$1.62M 0.84%
10,070
-8
53
$1.62M 0.84%
37,538
+300
54
$1.62M 0.84%
38,798
-1,838
55
$1.62M 0.84%
7,960
+355
56
$1.59M 0.82%
+24,700
57
$1.56M 0.81%
+24,016
58
$1.54M 0.8%
+28,483
59
$1.53M 0.79%
15,855
+79
60
$1.51M 0.78%
14,080
+204
61
$1.51M 0.78%
237,161
-1,760
62
$1.42M 0.73%
21,586
+141
63
$1.41M 0.73%
32,857
-284
64
$1.39M 0.72%
17,722
+327
65
$1.35M 0.7%
24,827
-1,094
66
$1.33M 0.69%
21,961
+182
67
$1.32M 0.68%
20,733
+15
68
$1.29M 0.67%
+7,434
69
$1.29M 0.67%
12,742
+149
70
$1.28M 0.66%
21,880
+497
71
$1.26M 0.65%
13,769
+187
72
$1.23M 0.64%
+14,876
73
$1.21M 0.63%
36,707
+3
74
$1.2M 0.62%
6,650
+47
75
$1.18M 0.61%
30,064
+134
1 2
3
4 5