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
$358M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$8.09M
2
+$3.09M
3
+$3.01M
4
AXP icon
American Express
AXP
+$2.9M
5
TDY icon
Teledyne Technologies
TDY
+$2.5M

Top Sells

1
+$6.46M
2
+$4.33M
3
+$3.96M
4
NOW icon
ServiceNow
NOW
+$3.05M
5
QID icon
ProShares UltraShort QQQ
QID
+$2.85M

Sector Composition

1 Technology 13.05%
2 Healthcare 10.78%
3 Consumer Discretionary 7.56%
4 Industrials 7.42%
5 Financials 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.63M 0.74%
12,128
+644
52
$2.63M 0.73%
6,862
+436
53
$2.62M 0.73%
38,811
+2,069
54
$2.62M 0.73%
7,810
+464
55
$2.61M 0.73%
15,165
+1,142
56
$2.59M 0.72%
5,445
+284
57
$2.55M 0.71%
26,656
+5,508
58
$2.5M 0.7%
+6,057
59
$2.5M 0.7%
33,233
+11,399
60
$2.5M 0.7%
+47,627
61
$2.5M 0.7%
97,863
+1,051
62
$2.48M 0.69%
38,804
+14,703
63
$2.47M 0.69%
72,945
+3,345
64
$2.45M 0.68%
29,045
+1,541
65
$2.44M 0.68%
16,273
+2,836
66
$2.37M 0.66%
24,529
+939
67
$2.37M 0.66%
+33,050
68
$2.33M 0.65%
10,547
+22
69
$2.3M 0.64%
+95,718
70
$2.29M 0.64%
7,174
+113
71
$2.24M 0.63%
9,073
+525
72
$2.21M 0.62%
47,711
+4,176
73
$2.2M 0.61%
25,964
+1,157
74
$2.17M 0.61%
+12,671
75
$2.13M 0.6%
+7,336
1 2
3
4 5