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
$157M
AUM Growth
+$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.06M
3
+$985K
4
SAN icon
Banco Santander
SAN
+$787K
5
TWTR
Twitter, Inc.
TWTR
+$615K

Top Sells

1
+$2.56M
2
+$1.63M
3
+$1.55M
4
UNP icon
Union Pacific
UNP
+$1.3M
5
EQT icon
EQT Corp
EQT
+$1.1M

Sector Composition

1 Healthcare 12.21%
2 Technology 9.88%
3 Materials 8.16%
4 Energy 7.27%
5 Financials 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$728K 0.46%
6,380
+228
77
$686K 0.44%
8,992
+361
78
$680K 0.43%
8,471
-1,530
79
$666K 0.42%
4,274
+14
80
$620K 0.39%
7,589
-637
81
$617K 0.39%
4,987
-913
82
$615K 0.39%
+25,607
83
$581K 0.37%
19,779
-780
84
$568K 0.36%
11,425
+72
85
$559K 0.36%
+4,290
86
$551K 0.35%
6,878
+3,006
87
$542K 0.34%
7,181
+9
88
$531K 0.34%
6,315
+38
89
$498K 0.32%
+16,899
90
$467K 0.3%
+10,123
91
$464K 0.3%
4,546
+24
92
$462K 0.29%
+2,681
93
$452K 0.29%
5,406
-752
94
$421K 0.27%
3,531
+24
95
$418K 0.27%
3,957
+10
96
$393K 0.25%
2,932
-9,706
97
$388K 0.25%
14,853
+378
98
$387K 0.25%
3,831
+14
99
$372K 0.24%
9,770
-717
100
$369K 0.23%
3,182
+194
2 3
4
5 6