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
$186M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$1.05M
3
+$529K
4
TBT icon
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
+$404K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$393K

Top Sells

1
+$2.03M
2
+$279K
3
+$276K
4
MLM icon
Martin Marietta Materials
MLM
+$260K
5
DD icon
DuPont de Nemours
DD
+$209K

Sector Composition

1 Financials 16.22%
2 Healthcare 12.19%
3 Technology 10.41%
4 Materials 5.91%
5 Energy 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.2M 0.64%
6,892
-270
52
$1.19M 0.64%
19,943
+258
53
$1.18M 0.63%
11,680
-469
54
$1.18M 0.63%
66,332
-524
55
$1.13M 0.61%
7,421
+246
56
$1.13M 0.6%
28,572
+175
57
$1.08M 0.58%
36,625
-1,570
58
$1.07M 0.57%
17,545
-413
59
$1.06M 0.57%
25,924
-636
60
$1.05M 0.56%
12,345
-453
61
$1.05M 0.56%
+4,866
62
$1.05M 0.56%
+19,630
63
$1.05M 0.56%
16,513
+562
64
$1.04M 0.56%
10,593
+160
65
$1.04M 0.56%
22,433
-1,188
66
$1.03M 0.55%
3,256
-3
67
$1.02M 0.55%
7,071
+70
68
$960K 0.52%
3
69
$923K 0.5%
4,717
+113
70
$875K 0.47%
9,413
-816
71
$859K 0.46%
9,087
+61
72
$840K 0.45%
9,387
-75
73
$809K 0.43%
47,590
+863
74
$798K 0.43%
44,668
+1,478
75
$755K 0.41%
26,513
+1,112
1 2
3
4 5