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
$363M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$19.2M
3
+$4.04M
4
AAPL icon
Apple
AAPL
+$3.83M
5
PLD icon
Prologis
PLD
+$3.23M

Top Sells

1
+$18.2M
2
+$17.7M
3
+$8.55M
4
TSLX icon
Sixth Street Specialty
TSLX
+$5.39M
5
FCX icon
Freeport-McMoran
FCX
+$1.72M

Sector Composition

1 Technology 15.02%
2 Financials 10.53%
3 Healthcare 10.36%
4 Consumer Discretionary 7.49%
5 Energy 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.46M 0.68%
30,014
+3,554
52
$2.39M 0.66%
8,847
+299
53
$2.38M 0.66%
12,690
+26
54
$2.38M 0.65%
65,161
+1,164
55
$2.31M 0.64%
5,471
+164
56
$2.26M 0.62%
42,699
+1,560
57
$2.23M 0.61%
31,253
-529
58
$2.14M 0.59%
8,018
+52
59
$2.05M 0.56%
117,370
-1,710
60
$2.03M 0.56%
167,580
+6,710
61
$1.96M 0.54%
1,195
+34
62
$1.96M 0.54%
9,110
+297
63
$1.96M 0.54%
30,882
+724
64
$1.87M 0.51%
38,070
+1,105
65
$1.87M 0.51%
7,600
+229
66
$1.85M 0.51%
27,791
+1,108
67
$1.85M 0.51%
463
+4
68
$1.81M 0.5%
7,454
+181
69
$1.76M 0.48%
40,230
-121
70
$1.75M 0.48%
69,440
+180
71
$1.67M 0.46%
92,468
-1,029
72
$1.62M 0.45%
9,918
+969
73
$1.59M 0.44%
8,889
+30
74
$1.56M 0.43%
17,940
+282
75
$1.55M 0.43%
32,208
-290
1 2
3
4 5