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
$278M
AUM Growth
+$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$8.37M
2
+$3.98M
3
+$3.18M
4
STZ icon
Constellation Brands
STZ
+$2.04M
5
AOS icon
A.O. Smith
AOS
+$1.81M

Top Sells

1
+$3.73M
2
+$3.11M
3
+$3M
4
CG icon
Carlyle Group
CG
+$2M
5
GILD icon
Gilead Sciences
GILD
+$1.6M

Sector Composition

1 Technology 13.44%
2 Healthcare 10.41%
3 Financials 8.08%
4 Industrials 7.39%
5 Consumer Discretionary 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.43M 0.51%
6,539
+4,681
77
$1.42M 0.51%
16,157
+1,024
78
$1.4M 0.5%
6,532
+832
79
$1.39M 0.5%
8,402
+873
80
$1.39M 0.5%
13,842
+747
81
$1.36M 0.49%
+7,639
82
$1.35M 0.49%
+12,595
83
$1.34M 0.48%
+23,050
84
$1.34M 0.48%
57,000
-890
85
$1.28M 0.46%
10,155
-354
86
$1.27M 0.46%
18,046
+1,390
87
$1.26M 0.45%
31,238
+24,547
88
$1.25M 0.45%
23,081
+959
89
$1.24M 0.44%
+41,042
90
$1.23M 0.44%
3,897
+424
91
$1.22M 0.44%
+61,430
92
$1.18M 0.42%
+20,265
93
$1.18M 0.42%
+12,644
94
$1.16M 0.42%
+12,788
95
$1.1M 0.4%
12,734
-266
96
$1.02M 0.37%
7,370
-211
97
$1M 0.36%
17,854
-362
98
$997K 0.36%
+583
99
$960K 0.34%
3
100
$950K 0.34%
6,383
-281
2 3
4
5 6