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
$350M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$5.97M
2
+$4.24M
3
+$3.94M
4
LNG icon
Cheniere Energy
LNG
+$3.49M
5
BX icon
Blackstone
BX
+$2.43M

Top Sells

1
+$14.6M
2
+$4.3M
3
+$4.18M
4
TER icon
Teradyne
TER
+$3.26M
5
ICE icon
Intercontinental Exchange
ICE
+$3.02M

Sector Composition

1 Technology 14.45%
2 Financials 12.31%
3 Healthcare 9.84%
4 Consumer Discretionary 6.6%
5 Energy 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.67M 0.48%
8,859
+26
77
$1.66M 0.47%
32,498
-33
78
$1.65M 0.47%
16,158
+1,722
79
$1.63M 0.47%
17,658
-189
80
$1.59M 0.45%
8,949
-12
81
$1.56M 0.45%
+7,371
82
$1.55M 0.44%
13,613
-74
83
$1.55M 0.44%
83,663
-20,580
84
$1.47M 0.42%
27,367
-373
85
$1.33M 0.38%
23,775
+11,846
86
$1.33M 0.38%
9,241
+31
87
$1.3M 0.37%
119,651
-8,781
88
$1.22M 0.35%
9,266
+14
89
$1.19M 0.34%
61,205
-4,556
90
$1.18M 0.34%
47,757
+2,929
91
$1.1M 0.31%
21,394
-74
92
$1.09M 0.31%
7,099
+42
93
$1.03M 0.3%
37,301
-5,324
94
$981K 0.28%
43,862
-12,497
95
$970K 0.28%
40,608
+726
96
$966K 0.28%
2,981
+30
97
$939K 0.27%
5,636
+35
98
$922K 0.26%
11,143
-59
99
$905K 0.26%
+122,929
100
$876K 0.25%
8,174
+452
2 3
4
5 6