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
$376M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$13.9M
3
+$5.25M
4
EWY icon
iShares MSCI South Korea ETF
EWY
+$4.92M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$4.54M

Top Sells

1
+$20M
2
+$5.69M
3
+$5.67M
4
CCI icon
Crown Castle
CCI
+$5.47M
5
PLD icon
Prologis
PLD
+$4.93M

Sector Composition

1 Technology 14.46%
2 Financials 11.54%
3 Healthcare 11.26%
4 Consumer Discretionary 8.39%
5 Industrials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$396K 0.11%
1,868
-73
127
$394K 0.1%
4,537
-3,103
128
$370K 0.1%
15,327
+44
129
$344K 0.09%
7,994
-1,196
130
$338K 0.09%
7,080
+42
131
$334K 0.09%
987
+2
132
$334K 0.09%
2,380
+18
133
$318K 0.08%
2,343
-301
134
$310K 0.08%
5,048
-199
135
$310K 0.08%
3,063
+1
136
$303K 0.08%
6,255
+25
137
$302K 0.08%
7,676
-1,525
138
$291K 0.08%
2,414
+106
139
$288K 0.08%
6,050
-2,470
140
$288K 0.08%
902
+2
141
$276K 0.07%
3,262
-876
142
$272K 0.07%
35,001
+273
143
$264K 0.07%
3,228
-3,054
144
$264K 0.07%
2,000
145
$260K 0.07%
+1,565
146
$258K 0.07%
3,582
-2,653
147
$254K 0.07%
1,114
-24,861
148
$246K 0.07%
5,595
149
$235K 0.06%
1,791
-278
150
$225K 0.06%
4,814
-165
4 5
6
7 8