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
$358M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$8.09M
2
+$3.09M
3
+$3.01M
4
AXP icon
American Express
AXP
+$2.9M
5
TDY icon
Teledyne Technologies
TDY
+$2.5M

Top Sells

1
+$6.46M
2
+$4.33M
3
+$3.96M
4
NOW icon
ServiceNow
NOW
+$3.05M
5
QID icon
ProShares UltraShort QQQ
QID
+$2.85M

Sector Composition

1 Technology 13.05%
2 Healthcare 10.78%
3 Consumer Discretionary 7.56%
4 Industrials 7.42%
5 Financials 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.13M 0.6%
+13,428
77
$2.06M 0.58%
21,456
+1,348
78
$2.04M 0.57%
7,004
+303
79
$2.04M 0.57%
5,895
+322
80
$2M 0.56%
9,436
+607
81
$1.96M 0.55%
18,044
+92
82
$1.91M 0.53%
13,412
+882
83
$1.89M 0.53%
9,386
+1,236
84
$1.85M 0.52%
+19,957
85
$1.74M 0.48%
15,535
+1,207
86
$1.72M 0.48%
14,302
+1,045
87
$1.69M 0.47%
724
+74
88
$1.58M 0.44%
61,311
+260
89
$1.55M 0.43%
24,047
+531
90
$1.51M 0.42%
25,553
+1,651
91
$1.5M 0.42%
+102,238
92
$1.46M 0.41%
54,450
+410
93
$1.46M 0.41%
8,871
+2,470
94
$1.44M 0.4%
39,791
-182
95
$1.39M 0.39%
51,472
+461
96
$1.39M 0.39%
11,069
+785
97
$1.37M 0.38%
35,399
-171
98
$1.23M 0.34%
9,090
+152
99
$1.17M 0.33%
46,794
+1,510
100
$1.15M 0.32%
43,773
+439
2 3
4
5 6