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
$192M
AUM Growth
+$2.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.77M
3
+$1.7M
4
ADBE icon
Adobe
ADBE
+$1.62M
5
DD icon
DuPont de Nemours
DD
+$1.58M

Top Sells

1
+$3.57M
2
+$1.89M
3
+$1.88M
4
IYT icon
iShares US Transportation ETF
IYT
+$1.8M
5
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$1.31M

Sector Composition

1 Technology 9.05%
2 Healthcare 8.69%
3 Financials 7.58%
4 Industrials 7.48%
5 Energy 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.19M 0.62%
27,168
+424
77
$1.17M 0.61%
55,280
-5,727
78
$1.16M 0.6%
10,785
-604
79
$1.13M 0.59%
23,712
+756
80
$1.13M 0.59%
35,689
-2,944
81
$1.12M 0.58%
188,163
-20,340
82
$1.11M 0.58%
13,592
-1,048
83
$1.09M 0.57%
27,337
+836
84
$1.07M 0.56%
6,933
-750
85
$1.06M 0.55%
17,480
-9,229
86
$1.05M 0.54%
8,314
-290
87
– –
0
88
$1.03M 0.54%
22,916
-2,589
89
$1.03M 0.54%
36,734
-679
90
$1.03M 0.53%
21,763
+101
91
$1M 0.52%
8,251
-3
92
$1M 0.52%
20,314
-1,672
93
$1M 0.52%
17,126
-1,072
94
$986K 0.51%
30,106
-2,571
95
$976K 0.51%
21,307
+673
96
$949K 0.49%
17,952
+634
97
$947K 0.49%
10,891
-826
98
$938K 0.49%
13,116
-1,300
99
$907K 0.47%
11,543
-428
100
$904K 0.47%
21,332
+8
2 3
4
5 6