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
$169M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.58M
3
+$1.53M
4
SRCL
Stericycle Inc
SRCL
+$1.51M
5
MUR icon
Murphy Oil
MUR
+$1.43M

Top Sells

1
+$4.69M
2
+$1.76M
3
+$1.7M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.5M
5
UNH icon
UnitedHealth
UNH
+$1.41M

Sector Composition

1 Healthcare 11.16%
2 Industrials 11.13%
3 Financials 8.43%
4 Technology 8.23%
5 Consumer Staples 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.01M 0.59%
+13,790
77
$1M 0.59%
+28,381
78
$965K 0.57%
+16,030
79
$962K 0.57%
46,002
-7,443
80
$960K 0.57%
64,365
+568
81
$918K 0.54%
21,369
-28
82
$889K 0.53%
17,747
-2,667
83
$885K 0.52%
15,097
+1,440
84
$849K 0.5%
14,089
-128
85
$841K 0.5%
+5,813
86
$830K 0.49%
+35,859
87
$814K 0.48%
+27,267
88
$799K 0.47%
23,367
-3,730
89
$777K 0.46%
28,262
-4,477
90
$730K 0.43%
7,303
-418
91
$717K 0.42%
18,463
+7
92
$683K 0.4%
8,599
-858
93
$670K 0.4%
11,086
-329
94
$661K 0.39%
2,603
+326
95
$628K 0.37%
4,508
+606
96
$618K 0.37%
22,138
+4,012
97
$593K 0.35%
3
98
$580K 0.34%
5,644
-692
99
$568K 0.34%
9,585
-11,581
100
$473K 0.28%
8,871
-1,500
2 3
4
5 6