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
$173M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.41M
3
+$1.38M
4
WYNN icon
Wynn Resorts
WYNN
+$1.23M
5
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
+$974K

Top Sells

1
+$3.25M
2
+$2.2M
3
+$1.92M
4
AET
Aetna Inc
AET
+$1.89M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$1.77M

Sector Composition

1 Healthcare 10.3%
2 Industrials 9.83%
3 Financials 8.56%
4 Technology 8.05%
5 Energy 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.12M 0.65%
33,490
+716
77
$1.07M 0.62%
22,466
+461
78
$1.06M 0.61%
8,351
-225
79
$1.03M 0.59%
24,839
+526
80
$991K 0.57%
25,293
-2,049
81
$974K 0.56%
+30,230
82
$941K 0.54%
40,184
-839
83
$931K 0.54%
11,189
-479
84
$908K 0.52%
12,083
+401
85
$855K 0.49%
189,025
-2,405
86
$847K 0.49%
21,596
+10
87
$801K 0.46%
+42,958
88
$792K 0.46%
4,616
+107
89
$770K 0.44%
9,836
-1,522
90
$757K 0.44%
17,572
-402
91
$728K 0.42%
269,791
+1,956
92
$720K 0.42%
7,718
-497
93
$709K 0.41%
6,618
+246
94
$699K 0.4%
30,455
+1,184
95
$666K 0.38%
10,871
-645
96
$626K 0.36%
2,291
+78
97
$621K 0.36%
23,106
-5,059
98
$615K 0.35%
3
99
$599K 0.35%
9,150
+4
100
$588K 0.34%
6,037
-1,805
2 3
4
5 6