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
$187M
AUM Growth
-$5.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$2.06M
3
+$1.94M
4
PAAS icon
Pan American Silver
PAAS
+$1.81M
5
AU icon
AngloGold Ashanti
AU
+$1.8M

Top Sells

1
+$2.21M
2
+$2.15M
3
+$1.86M
4
SQM icon
Sociedad Química y Minera de Chile
SQM
+$1.85M
5
GSK icon
GSK
GSK
+$1.81M

Sector Composition

1 Healthcare 9.09%
2 Technology 9.07%
3 Financials 6.64%
4 Industrials 6.1%
5 Energy 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$867K 0.46%
9,317
-121
102
$840K 0.45%
7,883
-78
103
$831K 0.45%
11,256
-106
104
$794K 0.43%
+20,977
105
$733K 0.39%
10,803
-88
106
$635K 0.34%
5,374
+290
107
$621K 0.33%
3
108
$611K 0.33%
6,189
+60
109
$604K 0.32%
19,684
-964
110
$600K 0.32%
9,196
-50
111
$598K 0.32%
14,646
-500
112
$596K 0.32%
17,106
-390
113
$594K 0.32%
25,388
-1,237
114
$528K 0.28%
2,116
-78
115
$520K 0.28%
31,205
-1,540
116
$519K 0.28%
4,632
-123
117
$505K 0.27%
6,756
+477
118
$451K 0.24%
18,847
-944
119
$430K 0.23%
3,314
-234
120
$430K 0.23%
+9,242
121
$409K 0.22%
17,399
-795
122
$404K 0.22%
8,712
+479
123
$398K 0.21%
32,785
-1,050
124
$322K 0.17%
3,965
-285
125
$277K 0.15%
+3,600
3 4
5
6 7