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
$157M
AUM Growth
+$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.06M
3
+$985K
4
SAN icon
Banco Santander
SAN
+$787K
5
TWTR
Twitter, Inc.
TWTR
+$615K

Top Sells

1
+$2.56M
2
+$1.63M
3
+$1.55M
4
UNP icon
Union Pacific
UNP
+$1.3M
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
– –
-13,332
127
– –
-13,634
2 3 4 5
6