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
$157M
AUM Growth
+$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.06M
3
+$985K
4
SAN icon
Banco Santander
SAN
+$787K
5
TWTR
Twitter, Inc.
TWTR
+$615K

Top Sells

1
+$2.56M
2
+$1.63M
3
+$1.55M
4
UNP icon
Union Pacific
UNP
+$1.3M
5
EQT icon
EQT Corp
EQT
+$1.1M

Sector Composition

1 Healthcare 12.21%
2 Technology 9.88%
3 Materials 8.16%
4 Energy 7.27%
5 Financials 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.23M 0.78%
3,828
-47
52
$1.22M 0.78%
6,566
+49
53
$1.22M 0.77%
7,055
-168
54
$1.15M 0.73%
13,992
-213
55
$1.14M 0.72%
29,832
+488
56
$1.12M 0.71%
30,813
+598
57
$1.1M 0.7%
13,469
+197
58
$1.07M 0.68%
17,099
+107
59
$1.07M 0.68%
12,793
-452
60
$1.07M 0.68%
62,572
-2,237
61
$1.07M 0.68%
3,474
-64
62
$1.06M 0.67%
+7,214
63
$1.05M 0.67%
10,063
+192
64
$1.03M 0.65%
34,804
+1,647
65
$985K 0.63%
+15,495
66
$984K 0.63%
6,548
+4
67
$979K 0.62%
21,343
-1,132
68
$921K 0.59%
24,501
-147
69
$893K 0.57%
3
70
$877K 0.56%
10,856
+46
71
$849K 0.54%
8,784
-166
72
$849K 0.54%
9,241
-510
73
$806K 0.51%
20,269
+255
74
$787K 0.5%
+125,505
75
$775K 0.49%
6,459
-520
1 2
3
4 5