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
$384M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$8.09M
2
+$7.3M
3
+$3.85M
4
UPS icon
United Parcel Service
UPS
+$3.66M
5
FSLR icon
First Solar
FSLR
+$2.88M

Top Sells

1
+$7.72M
2
+$5.47M
3
+$4.96M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$4.84M
5
EWY icon
iShares MSCI South Korea ETF
EWY
+$4.84M

Sector Composition

1 Technology 19.94%
2 Financials 11.71%
3 Healthcare 10.75%
4 Industrials 10.19%
5 Consumer Discretionary 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.88M 0.75%
+16,716
52
$2.86M 0.75%
14,376
-369
53
$2.83M 0.74%
7,236
-220
54
$2.59M 0.67%
178,618
+25,520
55
$2.58M 0.67%
15,112
-549
56
$2.43M 0.63%
41,541
-1,119
57
$2.42M 0.63%
+30,860
58
$2.33M 0.61%
5,690
-53
59
$2.3M 0.6%
+9,441
60
$2.3M 0.6%
9,890
+15
61
$2.27M 0.59%
15,721
+1,604
62
$2.25M 0.59%
+4,915
63
$2.24M 0.58%
24,807
+20,282
64
$2.18M 0.57%
+15,090
65
$2.15M 0.56%
52,310
+1,904
66
$2.15M 0.56%
7,362
-248
67
$2.14M 0.56%
9,030
+29
68
$2M 0.52%
9,348
-62
69
$1.74M 0.45%
5,013
+6
70
$1.56M 0.41%
46,294
-58,782
71
$1.55M 0.4%
9,451
+61
72
$1.54M 0.4%
20,882
+1,073
73
$1.52M 0.39%
10,760
-200
74
$1.51M 0.39%
8,910
+17
75
$1.5M 0.39%
2,845
-30
1 2
3
4 5