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
$158M
AUM Growth
-$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$4.69M
2
+$3.14M
3
+$2.5M
4
DIS icon
Walt Disney
DIS
+$2.27M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.85M

Top Sells

1
+$2.91M
2
+$2.9M
3
+$2.07M
4
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$2.03M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$1.93M

Sector Composition

1 Industrials 10.58%
2 Healthcare 9.9%
3 Financials 9.66%
4 Technology 8.76%
5 Consumer Staples 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.29M 0.82%
+41,064
52
$1.28M 0.81%
66,458
-53
53
$1.28M 0.81%
20,982
+65
54
$1.26M 0.8%
226,219
-12,510
55
$1.26M 0.8%
+30,849
56
$1.24M 0.79%
+62,649
57
$1.23M 0.78%
+24,402
58
$1.2M 0.76%
7,917
-34
59
$1.2M 0.76%
+20,593
60
$1.17M 0.74%
23,383
-98
61
$1.15M 0.73%
21,166
+45
62
$1.15M 0.73%
42,432
-398
63
$1.14M 0.72%
10,410
-7,692
64
$1.11M 0.7%
37,229
+519
65
$1.11M 0.7%
27,952
-20,597
66
$1.1M 0.7%
+13,573
67
$1.07M 0.68%
+24,579
68
$1.07M 0.68%
+163,310
69
$1.07M 0.68%
+17,740
70
$1.06M 0.67%
53,445
-684
71
$1.01M 0.64%
+24,068
72
$999K 0.63%
23,088
-1,751
73
$995K 0.63%
8,231
-120
74
$993K 0.63%
20,414
-1,371
75
$988K 0.63%
13,573
-82
1 2
3
4 5