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
$330M
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$3.9M
3
+$2.73M
4
AER icon
AerCap
AER
+$2.16M
5
BLDR icon
Builders FirstSource
BLDR
+$1.78M

Top Sells

1
+$3.41M
2
+$1.49M
3
+$1.43M
4
CBOE icon
Cboe Global Markets
CBOE
+$1.42M
5
BA icon
Boeing
BA
+$1.39M

Sector Composition

1 Technology 13.62%
2 Healthcare 9.77%
3 Industrials 8.07%
4 Financials 7.26%
5 Consumer Discretionary 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.76M 0.53%
8,150
+511
77
$1.75M 0.53%
13,437
+842
78
$1.74M 0.53%
4,548
+317
79
$1.66M 0.5%
+61,051
80
$1.65M 0.5%
14,328
+486
81
$1.65M 0.5%
17,952
-94
82
$1.63M 0.49%
13,257
+613
83
$1.6M 0.48%
33,760
+2,522
84
$1.56M 0.47%
4,397
+149
85
$1.53M 0.47%
12,530
-258
86
$1.5M 0.45%
6,439
+253
87
$1.49M 0.45%
21,834
+1,569
88
$1.48M 0.45%
23,902
+161
89
$1.47M 0.45%
39,973
-2,284
90
$1.45M 0.44%
23,516
+435
91
$1.45M 0.44%
650
+67
92
$1.45M 0.44%
24,101
+1,051
93
$1.43M 0.43%
+51,011
94
$1.41M 0.43%
54,040
-2,960
95
$1.31M 0.4%
10,284
+129
96
$1.25M 0.38%
4,102
+205
97
$1.24M 0.38%
8,938
+1,568
98
$1.17M 0.35%
+43,334
99
$1.14M 0.35%
+45,284
100
$1.1M 0.33%
12,759
+25
2 3
4
5 6