KC
Kingfisher Capital Portfolio holdings
AUM
$437M
1-Year Return
41.7%
This Quarter Return
+1.88%
1 Year Return
+41.7%
3 Year Return
+58.48%
5 Year Return
+141.66%
10 Year Return
+286.97%
AUM
$190M
AUM Growth
+$3.86M
(+2.1%)
Cap. Flow
-$150K
Cap. Flow
% of AUM
-0.08%
Top 10 Holdings %
Top 10 Hldgs %
18.36%
Holding
173
New
31
Increased
27
Reduced
85
Closed
20
Top Buys
| 1 |
Sociedad Química y Minera de Chile
SQM
|
$1.94M |
| 2 |
Applied Materials
AMAT
|
$1.9M |
| 3 |
Cisco
CSCO
|
$1.9M |
| 4 |
iShares MSCI Chile ETF
ECH
|
$1.86M |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
$1.84M |
Top Sells
| 1 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$3.1M |
| 2 |
Mueller Water Products
MWA
|
$2.84M |
| 3 |
iShares Global Healthcare ETF
IXJ
|
$2.58M |
| 4 |
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
|
$2.18M |
| 5 |
Avis
CAR
|
$1.99M |
Sector Composition
| 1 | Industrials | 8.67% |
| 2 | Financials | 8.29% |
| 3 | Healthcare | 7.94% |
| 4 | Technology | 7.82% |
| 5 | Energy | 4.71% |
