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
$376M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$13.9M
3
+$5.25M
4
EWY icon
iShares MSCI South Korea ETF
EWY
+$4.92M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$4.54M

Top Sells

1
+$20M
2
+$5.69M
3
+$5.67M
4
CCI icon
Crown Castle
CCI
+$5.47M
5
PLD icon
Prologis
PLD
+$4.93M

Sector Composition

1 Technology 14.46%
2 Financials 11.54%
3 Healthcare 11.26%
4 Consumer Discretionary 8.39%
5 Industrials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.56M 0.41%
8,820
-1,098
77
$1.55M 0.41%
4,901
-281
78
$1.48M 0.39%
15,649
-2,291
79
$1.47M 0.39%
2,781
-62
80
$1.41M 0.37%
228,393
+1,500
81
$1.38M 0.37%
9,080
-187
82
$1.32M 0.35%
23,568
-3,757
83
$1.3M 0.34%
80,721
-36,649
84
$1.24M 0.33%
9,336
+42
85
$1.16M 0.31%
47,404
-2,903
86
$1.14M 0.3%
23,210
-8,998
87
$1.11M 0.3%
23,553
88
$1.1M 0.29%
64,858
-17,294
89
$1.09M 0.29%
2,967
-14
90
$1.07M 0.28%
9,711
-101
91
$1.06M 0.28%
151,789
+17,196
92
$1.03M 0.27%
40,848
+120
93
$1.01M 0.27%
57,526
-34,942
94
$982K 0.26%
15,445
-245
95
$965K 0.26%
9,069
-4,794
96
$962K 0.26%
10,840
97
$888K 0.24%
4,946
-3,298
98
$858K 0.23%
10,888
+40
99
$827K 0.22%
+3,600
100
$822K 0.22%
3,858
+7
2 3
4
5 6