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
$158M
AUM Growth
+$743K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$464K
2
+$339K
3
+$293K
4
JPM icon
JPMorgan Chase
JPM
+$279K
5
KHC icon
Kraft Heinz
KHC
+$276K

Top Sells

1
+$520K
2
+$473K
3
+$293K
4
IAU icon
iShares Gold Trust
IAU
+$261K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$229K

Sector Composition

1 Healthcare 12.38%
2 Technology 10.91%
3 Materials 7.55%
4 Energy 6.48%
5 Financials 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$348K 0.22%
3,260
-20
102
$346K 0.22%
29,295
+674
103
$346K 0.22%
4,290
+297
104
$342K 0.22%
14,952
-117
105
$342K 0.22%
4,003
+271
106
$339K 0.22%
+75,000
107
$333K 0.21%
3,268
-565
108
$330K 0.21%
3,426
109
$323K 0.2%
2,555
+326
110
$307K 0.19%
8,735
+38
111
$283K 0.18%
7,338
+118
112
$279K 0.18%
+2,676
113
$276K 0.18%
+4,396
114
$276K 0.18%
1,679
+275
115
$276K 0.18%
+1,127
116
$271K 0.17%
15,347
-2,188
117
$248K 0.16%
2,254
-657
118
$243K 0.15%
5,254
+48
119
$242K 0.15%
4,694
+436
120
$239K 0.15%
3,374
+333
121
$234K 0.15%
5,596
+16
122
$219K 0.14%
1,398
+51
123
$209K 0.13%
+1,575
124
$206K 0.13%
14,489
+379
125
$201K 0.13%
+600
2 3 4
5
6