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
$376M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$13.9M
3
+$5.25M
4
EWY icon
iShares MSCI South Korea ETF
EWY
+$4.92M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$4.54M

Top Sells

1
+$20M
2
+$5.69M
3
+$5.67M
4
CCI icon
Crown Castle
CCI
+$5.47M
5
PLD icon
Prologis
PLD
+$4.93M

Sector Composition

1 Technology 14.46%
2 Financials 11.54%
3 Healthcare 11.26%
4 Consumer Discretionary 8.39%
5 Industrials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.67M 0.71%
10,020
+111
52
$2.65M 0.7%
5,690
+219
53
$2.52M 0.67%
172,090
+4,510
54
$2.47M 0.66%
23,470
+3,062
55
$2.45M 0.65%
16,364
-27,281
56
$2.43M 0.65%
1,207
+12
57
$2.33M 0.62%
45,170
+2,471
58
$2.32M 0.62%
11,375
-1,315
59
$2.26M 0.6%
9,473
+363
60
$2.24M 0.6%
57,522
-7,639
61
$2.23M 0.59%
19,069
+877
62
$2.17M 0.58%
+15,122
63
$2.16M 0.57%
28,210
+419
64
$2.15M 0.57%
8,038
+438
65
$2.14M 0.57%
43,739
+5,669
66
$2.09M 0.55%
29,926
-88
67
$2.08M 0.55%
7,464
+10
68
$1.89M 0.5%
36,911
-3,319
69
$1.83M 0.49%
6,886
-1,132
70
$1.71M 0.45%
8,922
+33
71
$1.67M 0.44%
58,030
-11,410
72
$1.62M 0.43%
22,587
-8,666
73
$1.59M 0.42%
9,823
+31
74
$1.56M 0.42%
3,535
+8
75
$1.56M 0.41%
8,644
-255
1 2
3
4 5