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
$140M
AUM Growth
-$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$2.25M
3
+$1.93M
4
GM icon
General Motors
GM
+$1.07M
5
CCI icon
Crown Castle
CCI
+$1.04M

Top Sells

1
+$2.95M
2
+$2.6M
3
+$1.68M
4
TMO icon
Thermo Fisher Scientific
TMO
+$1.4M
5
ORLY icon
O'Reilly Automotive
ORLY
+$1.36M

Sector Composition

1 Healthcare 13.37%
2 Technology 8.6%
3 Financials 6.54%
4 Materials 6.19%
5 Industrials 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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