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
$384M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$8.09M
2
+$7.3M
3
+$3.85M
4
UPS icon
United Parcel Service
UPS
+$3.66M
5
FSLR icon
First Solar
FSLR
+$2.88M

Top Sells

1
+$7.72M
2
+$5.47M
3
+$4.96M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$4.84M
5
EWY icon
iShares MSCI South Korea ETF
EWY
+$4.84M

Sector Composition

1 Technology 19.94%
2 Financials 11.71%
3 Healthcare 10.75%
4 Industrials 10.19%
5 Consumer Discretionary 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.48M 0.38%
49,591
+283
77
$1.45M 0.38%
+1,909
78
$1.43M 0.37%
9,089
+42
79
$1.38M 0.36%
12,729
+83
80
$1.37M 0.36%
9,343
+30
81
$1.36M 0.35%
+2,904
82
$1.29M 0.34%
20,251
+481
83
$1.28M 0.33%
24,405
84
$1.21M 0.31%
3,881
+7
85
$1.09M 0.28%
37,730
+64
86
$1.08M 0.28%
10,818
+24
87
$1.07M 0.28%
20,822
+1,183
88
$1.05M 0.27%
13,881
89
$1.01M 0.26%
5,936
+36
90
$996K 0.26%
53,797
-7,442
91
$920K 0.24%
15,619
-41
92
$920K 0.24%
36,246
+138
93
$919K 0.24%
53,571
-1,947
94
$907K 0.24%
3,692
+10
95
$862K 0.22%
10,809
+40
96
$859K 0.22%
7,996
+327
97
$819K 0.21%
1,009
+1
98
$790K 0.21%
5,298
-48
99
$736K 0.19%
2,484
+8
100
$726K 0.19%
4,263
+4
2 3
4
5 6