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
$158M
AUM Growth
+$743K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$464K
2
+$339K
3
+$293K
4
JPM icon
JPMorgan Chase
JPM
+$279K
5
KHC icon
Kraft Heinz
KHC
+$276K

Top Sells

1
+$520K
2
+$473K
3
+$293K
4
IAU icon
iShares Gold Trust
IAU
+$261K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$229K

Sector Composition

1 Healthcare 12.38%
2 Technology 10.91%
3 Materials 7.55%
4 Energy 6.48%
5 Financials 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$742K 0.47%
6,570
+94
77
$727K 0.46%
29,997
+8,456
78
$720K 0.46%
9,227
+335
79
$668K 0.42%
6,134
+317
80
$658K 0.42%
8,363
-318
81
$656K 0.42%
3,538
+169
82
$651K 0.41%
127,130
-3,714
83
$609K 0.39%
8,494
-386
84
$596K 0.38%
3,471
-804
85
$580K 0.37%
7,708
+62
86
$576K 0.37%
4,853
-114
87
$551K 0.35%
10,922
-616
88
$536K 0.34%
10,786
-304
89
$514K 0.33%
16,975
-272
90
$511K 0.32%
6,312
-696
91
$464K 0.29%
4,564
+17
92
$458K 0.29%
5,491
+1,423
93
$453K 0.29%
6,984
-231
94
$427K 0.27%
3,017
+117
95
$406K 0.26%
3,820
+259
96
$379K 0.24%
2,316
-72
97
$379K 0.24%
15,613
-168
98
$375K 0.24%
17,974
+880
99
$365K 0.23%
3,734
100
$354K 0.22%
9,388
+71
2 3
4
5 6