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
$173M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.41M
3
+$1.38M
4
WYNN icon
Wynn Resorts
WYNN
+$1.23M
5
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
+$974K

Top Sells

1
+$3.25M
2
+$2.2M
3
+$1.92M
4
AET
Aetna Inc
AET
+$1.89M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$1.77M

Sector Composition

1 Healthcare 10.3%
2 Industrials 9.83%
3 Financials 8.56%
4 Technology 8.05%
5 Energy 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$581K 0.33%
5,024
-203
102
$550K 0.32%
3,555
+154
103
$512K 0.3%
4,567
-176
104
$510K 0.29%
9,680
-1,446
105
$477K 0.28%
4,242
+81
106
$403K 0.23%
13,141
-1,340
107
$386K 0.22%
8,606
+216
108
$371K 0.21%
18,753
+2,185
109
$367K 0.21%
5,190
-782
110
$364K 0.21%
14,860
-2,423
111
$355K 0.2%
29,047
-1,380
112
$349K 0.2%
29,567
-3,751
113
$327K 0.19%
3,381
-448
114
$313K 0.18%
10,285
-1,675
115
$308K 0.18%
2,632
116
$287K 0.17%
2,067
+4
117
$254K 0.15%
7,199
-792
118
$252K 0.15%
3,207
119
$250K 0.14%
2,945
-260
120
$236K 0.14%
4,960
-37,157
121
$234K 0.13%
2,800
122
$233K 0.13%
10,252
+23
123
$224K 0.13%
9,160
124
$213K 0.12%
+2,117
125
$203K 0.12%
+5,000
2 3 4
5
6