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
$195M
AUM Growth
+$8.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$2.79M
3
+$2.21M
4
GD icon
General Dynamics
GD
+$2.03M
5
RTN
Raytheon Company
RTN
+$1.99M

Top Sells

1
+$2.87M
2
+$2.08M
3
+$1.88M
4
PAAS icon
Pan American Silver
PAAS
+$1.81M
5
AU icon
AngloGold Ashanti
AU
+$1.8M

Sector Composition

1 Financials 9.55%
2 Industrials 9.24%
3 Healthcare 9.18%
4 Technology 8.29%
5 Energy 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.2M 0.62%
+20,718
77
$1.19M 0.61%
6,603
+697
78
$1.14M 0.59%
12,355
-625
79
$1.13M 0.58%
266,277
+5,822
80
$1.12M 0.58%
+38,740
81
$1.11M 0.57%
+46,469
82
$1.1M 0.56%
+22,363
83
$1.09M 0.56%
+31,043
84
$1.08M 0.56%
36,704
-30
85
$1.08M 0.55%
27,324
+462
86
$1.08M 0.55%
8,246
+241
87
$1.05M 0.54%
8,638
-123
88
$1.04M 0.53%
11,455
-144
89
$1.04M 0.53%
+28,828
90
$1.04M 0.53%
192,871
+6,701
91
$992K 0.51%
8,108
-5
92
$945K 0.48%
29,930
-11,379
93
$928K 0.48%
11,682
+426
94
$912K 0.47%
50,022
-2,647
95
$911K 0.47%
21,586
-536
96
$886K 0.45%
8,033
+914
97
$834K 0.43%
+10,503
98
$830K 0.43%
12,016
-500
99
$825K 0.42%
7,886
+3
100
$814K 0.42%
8,612
-705
2 3
4
5 6