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
$169M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.58M
3
+$1.53M
4
SRCL
Stericycle Inc
SRCL
+$1.51M
5
MUR icon
Murphy Oil
MUR
+$1.43M

Top Sells

1
+$4.69M
2
+$1.76M
3
+$1.7M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.5M
5
UNH icon
UnitedHealth
UNH
+$1.41M

Sector Composition

1 Healthcare 11.16%
2 Industrials 11.13%
3 Financials 8.43%
4 Technology 8.23%
5 Consumer Staples 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.4M 0.83%
11,244
+834
52
$1.4M 0.83%
73,406
+6,948
53
$1.39M 0.82%
+18,224
54
$1.37M 0.81%
+56,536
55
$1.36M 0.81%
117,802
+2,642
56
$1.33M 0.78%
45,650
+3,218
57
$1.32M 0.78%
166,680
+3,370
58
$1.32M 0.78%
27,350
+3,282
59
$1.3M 0.77%
67,658
+5,009
60
$1.3M 0.77%
21,945
+1,352
61
$1.26M 0.74%
14,372
+799
62
$1.25M 0.74%
38,180
+31,011
63
$1.25M 0.74%
+10,903
64
$1.25M 0.74%
+17,537
65
$1.23M 0.72%
222,324
-3,895
66
$1.22M 0.72%
15,607
+740
67
$1.22M 0.72%
20,134
-10,794
68
$1.2M 0.71%
8,027
-204
69
$1.15M 0.68%
+2,180
70
$1.12M 0.66%
36,435
-794
71
$1.09M 0.65%
8,017
+100
72
$1.07M 0.63%
27,506
-446
73
$1.06M 0.63%
+11,861
74
$1.05M 0.62%
+22,756
75
$1.01M 0.6%
28,616
+2,008
1 2
3
4 5