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
$169M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.58M
3
+$1.53M
4
SRCL
Stericycle Inc
SRCL
+$1.51M
5
MUR icon
Murphy Oil
MUR
+$1.43M

Top Sells

1
+$4.69M
2
+$1.76M
3
+$1.7M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.5M
5
UNH icon
UnitedHealth
UNH
+$1.41M

Sector Composition

1 Healthcare 11.16%
2 Industrials 11.13%
3 Financials 8.43%
4 Technology 8.23%
5 Consumer Staples 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$152K 0.09%
+1,644
127
$150K 0.09%
+1,550
128
$137K 0.08%
+2,960
129
$129K 0.08%
+2,978
130
$126K 0.07%
+6,141
131
$122K 0.07%
+1,500
132
$121K 0.07%
+1,934
133
$118K 0.07%
1,308
-1,757
134
$118K 0.07%
+2,200
135
$118K 0.07%
+2,000
136
$117K 0.07%
+5,700
137
$112K 0.07%
+1,083
138
$105K 0.06%
+2,046
139
$102K 0.06%
+946
140
$100K 0.06%
+798
141
$96K 0.06%
+1,424
142
$96K 0.06%
+1,228
143
$94K 0.06%
+838
144
$88K 0.05%
+5,644
145
$80K 0.05%
+2,100
146
$72K 0.04%
+700
147
$71K 0.04%
+2,323
148
$70K 0.04%
+1,500
149
$65K 0.04%
+1,400
150
$65K 0.04%
+4,911
4 5
6
7 8