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
$415M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$373K
3
+$235K
4
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$221K
5
BK icon
Bank of New York Mellon
BK
+$209K

Top Sells

1
+$480K
2
+$463K
3
+$455K
4
PEP icon
PepsiCo
PEP
+$401K
5
ABT icon
Abbott
ABT
+$337K

Sector Composition

1 Technology 20.25%
2 Financials 12.12%
3 Consumer Discretionary 11.37%
4 Healthcare 10.89%
5 Industrials 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.97M 0.72%
6,927
-118
52
$2.88M 0.69%
9,603
+162
53
$2.87M 0.69%
7,309
+73
54
$2.84M 0.68%
16,845
+129
55
$2.81M 0.68%
41,142
-399
56
$2.71M 0.65%
32,805
-370
57
$2.63M 0.63%
180,477
+1,859
58
$2.57M 0.62%
15,452
+362
59
$2.56M 0.62%
7,366
+4
60
$2.5M 0.6%
5,643
-47
61
$2.45M 0.59%
9,820
-70
62
$2.42M 0.58%
+11,788
63
$2.39M 0.58%
14,812
-300
64
$2.35M 0.57%
9,054
+24
65
$2.32M 0.56%
14,350
-26
66
$2.17M 0.52%
51,859
-451
67
$2.11M 0.51%
9,475
+127
68
$2.08M 0.5%
15,754
+33
69
$2.02M 0.49%
2,076
+167
70
$1.93M 0.46%
5,026
+13
71
$1.73M 0.42%
4,999
+84
72
$1.71M 0.41%
45,034
-1,260
73
$1.66M 0.4%
9,473
+22
74
$1.62M 0.39%
10,660
-100
75
$1.55M 0.37%
48,864
-727
1 2
3
4 5