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
$157M
AUM Growth
+$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.06M
3
+$985K
4
SAN icon
Banco Santander
SAN
+$787K
5
TWTR
Twitter, Inc.
TWTR
+$615K

Top Sells

1
+$2.56M
2
+$1.63M
3
+$1.55M
4
UNP icon
Union Pacific
UNP
+$1.3M
5
EQT icon
EQT Corp
EQT
+$1.1M

Sector Composition

1 Healthcare 12.21%
2 Technology 9.88%
3 Materials 8.16%
4 Energy 7.27%
5 Financials 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$367K 0.23%
3,726
+8
102
$362K 0.23%
2,368
+17
103
$356K 0.23%
17,106
+646
104
$351K 0.22%
8,959
+36
105
$338K 0.21%
14,671
+546
106
$333K 0.21%
27,970
-870
107
$322K 0.2%
3,420
+20
108
$315K 0.2%
17,442
-336
109
$312K 0.2%
4,060
+8
110
$302K 0.19%
2,737
-14,018
111
$300K 0.19%
1,017
+5
112
$282K 0.18%
3,084
+10
113
$266K 0.17%
5,206
114
$265K 0.17%
3,132
-3
115
$240K 0.15%
3,081
+22
116
$239K 0.15%
1,213
-3
117
$235K 0.15%
1,877
-86
118
$231K 0.15%
4,055
+30
119
$218K 0.14%
3,041
-29
120
$217K 0.14%
5,560
+12
121
$214K 0.14%
1,244
-34
122
$205K 0.13%
+7,332
123
$200K 0.13%
+908
124
$118K 0.08%
+10,256
125
– –
-31,001
2 3 4
5
6