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
+$743K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$464K
2
+$339K
3
+$293K
4
JPM icon
JPMorgan Chase
JPM
+$279K
5
KHC icon
Kraft Heinz
KHC
+$276K

Top Sells

1
+$520K
2
+$473K
3
+$293K
4
IAU icon
iShares Gold Trust
IAU
+$261K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$229K

Sector Composition

1 Healthcare 12.38%
2 Technology 10.91%
3 Materials 7.55%
4 Energy 6.48%
5 Financials 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.2M 0.76%
19,685
-1,997
52
$1.16M 0.74%
13,256
-917
53
$1.12M 0.71%
26,560
-5,159
54
$1.11M 0.71%
43,190
-1,677
55
$1.11M 0.7%
22,869
-1,653
56
$1.11M 0.7%
25,401
-1,098
57
$1.09M 0.69%
66,856
-4,141
58
$1.08M 0.68%
38,195
+3,728
59
$1.07M 0.68%
3,639
-202
60
$1.06M 0.67%
58,365
+690
61
$1.06M 0.67%
12,798
+2,080
62
$1.06M 0.67%
28,397
-2,407
63
$1.04M 0.66%
10,229
-1,043
64
$1.04M 0.66%
23,621
+1,090
65
$1M 0.64%
3,259
-214
66
$997K 0.63%
15,951
-495
67
$993K 0.63%
7,175
+235
68
$935K 0.59%
7,001
-585
69
$893K 0.57%
10,433
-558
70
$846K 0.54%
3
71
$836K 0.53%
9,026
+2,127
72
$799K 0.51%
10,106
+3,705
73
$794K 0.5%
4,604
-69
74
$782K 0.5%
46,727
-3,197
75
$751K 0.48%
9,462
-764
1 2
3
4 5