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
$140M
AUM Growth
-$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$2.25M
3
+$1.93M
4
GM icon
General Motors
GM
+$1.07M
5
CCI icon
Crown Castle
CCI
+$1.04M

Top Sells

1
+$2.95M
2
+$2.6M
3
+$1.68M
4
TMO icon
Thermo Fisher Scientific
TMO
+$1.4M
5
ORLY icon
O'Reilly Automotive
ORLY
+$1.36M

Sector Composition

1 Healthcare 13.37%
2 Technology 8.6%
3 Financials 6.54%
4 Materials 6.19%
5 Industrials 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.04M 0.74%
+9,541
52
$1M 0.71%
26,249
+325
53
$987K 0.7%
3,769
+72
54
$966K 0.69%
10,618
+25
55
$949K 0.68%
20,276
+333
56
$947K 0.67%
22,185
+2,555
57
$919K 0.65%
6,986
+94
58
$918K 0.65%
3
59
$905K 0.64%
36,713
+88
60
$856K 0.61%
5,325
+459
61
$851K 0.61%
12,479
+134
62
$847K 0.6%
12,050
-137
63
$843K 0.6%
4,733
+16
64
$784K 0.56%
8,509
-578
65
$782K 0.56%
27,225
+712
66
$779K 0.55%
+5,901
67
$776K 0.55%
8,996
-309
68
$769K 0.55%
+5,955
69
$763K 0.54%
7,421
70
$749K 0.53%
3,058
-198
71
$737K 0.53%
6,730
+27
72
$720K 0.51%
+8,658
73
$710K 0.51%
7,730
-491
74
$702K 0.5%
+9,317
75
$668K 0.48%
+4,357
1 2
3
4 5