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
$187M
AUM Growth
-$5.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$2.06M
3
+$1.94M
4
PAAS icon
Pan American Silver
PAAS
+$1.81M
5
AU icon
AngloGold Ashanti
AU
+$1.8M

Top Sells

1
+$2.21M
2
+$2.15M
3
+$1.86M
4
SQM icon
Sociedad Química y Minera de Chile
SQM
+$1.85M
5
GSK icon
GSK
GSK
+$1.81M

Sector Composition

1 Healthcare 9.09%
2 Technology 9.07%
3 Financials 6.64%
4 Industrials 6.1%
5 Energy 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$267K 0.14%
7,977
+7
127
$253K 0.14%
+1,982
128
$234K 0.13%
9,997
-1,358
129
$224K 0.12%
1,924
-43
130
$224K 0.12%
9,560
131
$215K 0.12%
13,011
-1,500
132
$214K 0.11%
+3,300
133
– –
-1
134
– –
-17,480
135
– –
-22,403
136
– –
-21,307
137
– –
-1,843
138
– –
-22,916
139
– –
-159,853
140
– –
-20,314
141
– –
-37,735
142
– –
-18,230
143
– –
-32,312
144
– –
-35,689
145
– –
-27,109
146
– –
-32,238
147
– –
-623,488
148
– –
-33,426
149
– –
-226,630
150
– –
-11,133
3 4 5
6
7