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
$195M
AUM Growth
-$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$8.34M
2
+$3.9M
3
+$3.6M
4
APO icon
Apollo Global Management
APO
+$3.51M
5
BN icon
Brookfield
BN
+$3.29M

Top Sells

1
+$9.01M
2
+$6.36M
3
+$4.18M
4
LNG icon
Cheniere Energy
LNG
+$2.01M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$1.97M

Sector Composition

1 Technology 13.15%
2 Financials 11.42%
3 Healthcare 10.26%
4 Consumer Discretionary 5.18%
5 Industrials 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.33M 0.68%
4,652
-284
52
$1.33M 0.68%
52,747
+707
53
$1.32M 0.68%
14,107
+10,517
54
$1.3M 0.67%
51,009
+727
55
$1.3M 0.67%
49,549
-1,278
56
$1.29M 0.66%
+13,635
57
$1.28M 0.66%
13,403
+1,098
58
$1.28M 0.66%
3,780
-66
59
$1.27M 0.65%
3,928
+1,452
60
$1.25M 0.64%
19,842
-3,252
61
$1.25M 0.64%
+62,160
62
$1.24M 0.64%
10,179
-614
63
$1.22M 0.63%
7,594
+1,502
64
$1.21M 0.62%
47,461
-2,011
65
$1.19M 0.61%
61,023
-9,028
66
$1.17M 0.6%
37,847
-1,921
67
$1.15M 0.59%
46,189
-4,455
68
$1.15M 0.59%
47,309
-3,462
69
$1.13M 0.58%
13,087
+289
70
$1.13M 0.58%
51,432
+1,870
71
$1.13M 0.58%
+25,514
72
$1.12M 0.57%
48,348
-4,236
73
$1.1M 0.57%
+8,249
74
$1.1M 0.57%
+4,791
75
$1.1M 0.56%
12,753
+5,082
1 2
3
4 5