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
$173M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.41M
3
+$1.38M
4
WYNN icon
Wynn Resorts
WYNN
+$1.23M
5
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
+$974K

Top Sells

1
+$3.25M
2
+$2.2M
3
+$1.92M
4
AET
Aetna Inc
AET
+$1.89M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$1.77M

Sector Composition

1 Healthcare 10.3%
2 Industrials 9.83%
3 Financials 8.56%
4 Technology 8.05%
5 Energy 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$202K 0.12%
13,584
+14
127
– –
-38,798
128
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-47,878
129
– –
-12,279
130
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-12,742
131
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-40,706
132
– –
-36,972
133
– –
-456,432
134
– –
-9,872
135
– –
-30,064
136
– –
-5,826
137
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-17,779
138
– –
-12,064
139
– –
-20,733
140
– –
-20,000
2 3 4 5
6