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
$169M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.58M
3
+$1.53M
4
SRCL
Stericycle Inc
SRCL
+$1.51M
5
MUR icon
Murphy Oil
MUR
+$1.43M

Top Sells

1
+$4.69M
2
+$1.76M
3
+$1.7M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.5M
5
UNH icon
UnitedHealth
UNH
+$1.41M

Sector Composition

1 Healthcare 11.16%
2 Industrials 11.13%
3 Financials 8.43%
4 Technology 8.23%
5 Consumer Staples 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$440K 0.26%
5,002
-17
102
$415K 0.25%
5,526
-503
103
$412K 0.24%
23,803
+10,645
104
$402K 0.24%
3,526
-400
105
$400K 0.24%
7,013
-193
106
$393K 0.23%
13,193
-1,381
107
$364K 0.22%
5,094
-182
108
$346K 0.2%
3,308
-20
109
$334K 0.2%
29,783
+108
110
$324K 0.19%
32,646
+5,286
111
$300K 0.18%
2,074
+3
112
$291K 0.17%
5,564
-398
113
$253K 0.15%
2,500
-132
114
$248K 0.15%
2,945
115
$247K 0.15%
2,433
116
$247K 0.15%
4,898
-62
117
$236K 0.14%
2,800
-28
118
$229K 0.14%
2,085
119
$224K 0.13%
1,903
-11,993
120
$219K 0.13%
3,756
-30
121
$201K 0.12%
9,831
-591
122
$186K 0.11%
13,617
+18
123
$186K 0.11%
+4,913
124
$179K 0.11%
6,892
-2,268
125
$152K 0.09%
+6,687
3 4
5
6 7