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
$330M
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$3.9M
3
+$2.73M
4
AER icon
AerCap
AER
+$2.16M
5
BLDR icon
Builders FirstSource
BLDR
+$1.78M

Top Sells

1
+$3.41M
2
+$1.49M
3
+$1.43M
4
CBOE icon
Cboe Global Markets
CBOE
+$1.42M
5
BA icon
Boeing
BA
+$1.39M

Sector Composition

1 Technology 13.62%
2 Healthcare 9.77%
3 Industrials 8.07%
4 Financials 7.26%
5 Consumer Discretionary 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.44M 0.74%
11,484
+870
52
$2.44M 0.74%
6,426
+245
53
$2.42M 0.73%
27,504
+1,686
54
$2.27M 0.69%
41,332
+1,080
55
$2.24M 0.68%
24,899
+1,806
56
$2.23M 0.68%
14,023
+1,180
57
$2.21M 0.67%
7,061
-79
58
$2.21M 0.67%
45,565
+4,523
59
$2.19M 0.66%
24,807
-278
60
$2.18M 0.66%
10,525
-210
61
$2.16M 0.65%
23,590
+707
62
$2.16M 0.65%
+47,377
63
$2.1M 0.64%
69,600
+2,190
64
$2.09M 0.63%
21,148
+1,889
65
$2.09M 0.63%
7,346
+644
66
$2.08M 0.63%
5,573
+398
67
$2.06M 0.62%
42,016
+5,954
68
$2.01M 0.61%
36,742
+2,473
69
$1.97M 0.6%
8,548
+353
70
$1.93M 0.59%
8,829
+176
71
$1.87M 0.57%
6,701
+169
72
$1.83M 0.55%
20,108
+1,352
73
$1.8M 0.55%
15,832
+693
74
$1.78M 0.54%
38,161
+1,855
75
$1.78M 0.54%
+43,535
1 2
3
4 5