KC

Kingfisher Capital Portfolio holdings

AUM $437M
1-Year Est. Return 41.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
+$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$1.33M
2 +$1.05M
3 +$906K
4
SAN icon
Banco Santander
SAN
+$793K
5
NOW icon
ServiceNow
NOW
+$533K

Top Sells

1 +$2.5M
2 +$1.63M
3 +$1.45M
4
UNP icon
Union Pacific
UNP
+$1.17M
5
EQT icon
EQT Corp
EQT
+$1.1M

Sector Composition

1 Healthcare 12.21%
2 Technology 9.88%
3 Materials 8.16%
4 Energy 7.27%
5 Financials 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-13,634
127
-31,001