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
$278M
AUM Growth
+$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$8.37M
2
+$3.98M
3
+$3.18M
4
STZ icon
Constellation Brands
STZ
+$2.04M
5
AOS icon
A.O. Smith
AOS
+$1.81M

Top Sells

1
+$3.73M
2
+$3.11M
3
+$3M
4
CG icon
Carlyle Group
CG
+$2M
5
GILD icon
Gilead Sciences
GILD
+$1.6M

Sector Composition

1 Technology 13.44%
2 Healthcare 10.41%
3 Financials 8.08%
4 Industrials 7.39%
5 Consumer Discretionary 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.99M 0.71%
40,252
+2,595
52
$1.98M 0.71%
7,140
+117
53
$1.89M 0.68%
10,735
+99
54
$1.84M 0.66%
22,738
+1,856
55
$1.84M 0.66%
14,793
+522
56
$1.82M 0.66%
8,195
+607
57
$1.82M 0.65%
19,259
+1,386
58
$1.82M 0.65%
6,186
+470
59
$1.81M 0.65%
22,837
+2,748
60
$1.81M 0.65%
+34,269
61
$1.8M 0.65%
4,231
+203
62
$1.77M 0.64%
36,306
+5,729
63
$1.75M 0.63%
10,614
+837
64
$1.73M 0.62%
+5,175
65
$1.73M 0.62%
8,653
+751
66
$1.66M 0.6%
+23,093
67
$1.63M 0.58%
4,248
+321
68
$1.61M 0.58%
36,062
-69,481
69
$1.58M 0.57%
+18,756
70
$1.58M 0.57%
6,702
+4,914
71
$1.56M 0.56%
15,139
+930
72
$1.55M 0.56%
60,325
+5,139
73
$1.49M 0.54%
53,240
+3,274
74
$1.47M 0.53%
42,257
+3,928
75
$1.44M 0.52%
23,741
-504
1 2
3
4 5