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
$278M
AUM Growth
+$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$8.37M
2
+$3.98M
3
+$3.18M
4
STZ icon
Constellation Brands
STZ
+$2.04M
5
AOS icon
A.O. Smith
AOS
+$1.81M

Top Sells

1
+$3.73M
2
+$3.11M
3
+$3M
4
CG icon
Carlyle Group
CG
+$2M
5
GILD icon
Gilead Sciences
GILD
+$1.6M

Sector Composition

1 Technology 13.44%
2 Healthcare 10.41%
3 Financials 8.08%
4 Industrials 7.39%
5 Consumer Discretionary 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$374K 0.13%
10,250
-371
127
$370K 0.13%
3,339
+33
128
$348K 0.13%
9,138
-452
129
$343K 0.12%
2,962
+823
130
$332K 0.12%
4,928
-24
131
$331K 0.12%
9,635
+2,101
132
$317K 0.11%
2,287
-191
133
$316K 0.11%
1,013
+148
134
$315K 0.11%
4,381
-66
135
$309K 0.11%
5,206
136
$309K 0.11%
36,231
+881
137
$278K 0.1%
1,268
-926
138
$273K 0.1%
2,025
+12
139
$254K 0.09%
1,173
+2
140
$253K 0.09%
2,139
+13
141
$243K 0.09%
4,232
-341
142
$237K 0.09%
+1,513
143
$235K 0.08%
2,252
+15
144
$232K 0.08%
+4,600
145
$225K 0.08%
+6,060
146
$218K 0.08%
13,795
+42
147
$213K 0.08%
+629
148
$211K 0.08%
+1,094
149
$200K 0.07%
1,170
+4
150
$188K 0.07%
19,068
+578
3 4 5
6
7