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
$195M
AUM Growth
+$8.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$2.79M
3
+$2.21M
4
GD icon
General Dynamics
GD
+$2.03M
5
RTN
Raytheon Company
RTN
+$1.99M

Top Sells

1
+$2.87M
2
+$2.08M
3
+$1.88M
4
PAAS icon
Pan American Silver
PAAS
+$1.81M
5
AU icon
AngloGold Ashanti
AU
+$1.8M

Sector Composition

1 Financials 9.55%
2 Industrials 9.24%
3 Healthcare 9.18%
4 Technology 8.29%
5 Energy 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$807K 0.41%
19,833
-1,144
102
$706K 0.36%
+17,962
103
$696K 0.36%
11,719
-952
104
$678K 0.35%
3
105
$667K 0.34%
6,463
+274
106
$647K 0.33%
5,416
+42
107
$635K 0.33%
28,485
+3,097
108
$633K 0.32%
9,146
-50
109
$621K 0.32%
17,106
110
$595K 0.3%
2,253
+137
111
$578K 0.3%
29,460
-1,745
112
$553K 0.28%
14,481
-165
113
$541K 0.28%
4,827
+195
114
$538K 0.28%
18,644
-1,040
115
$499K 0.26%
5,974
-782
116
$486K 0.25%
3,411
+97
117
$469K 0.24%
4,125
+2,201
118
$463K 0.24%
17,359
-40
119
$415K 0.21%
+11,939
120
$367K 0.19%
33,285
+500
121
$333K 0.17%
3,728
-237
122
$321K 0.16%
16,144
-72,524
123
$315K 0.16%
7,985
+8
124
$268K 0.14%
2,060
+78
125
$260K 0.13%
3,200
-400
3 4
5
6 7