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
$415M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$373K
3
+$235K
4
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$221K
5
BK icon
Bank of New York Mellon
BK
+$209K

Top Sells

1
+$480K
2
+$463K
3
+$455K
4
PEP icon
PepsiCo
PEP
+$401K
5
ABT icon
Abbott
ABT
+$337K

Sector Composition

1 Technology 20.25%
2 Financials 12.12%
3 Consumer Discretionary 11.37%
4 Healthcare 10.89%
5 Industrials 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$387K 0.09%
6,372
+17
127
$379K 0.09%
13,000
128
$361K 0.09%
5,625
129
$353K 0.09%
1,786
+15
130
$345K 0.08%
1,023
+2
131
$337K 0.08%
1,052
-366
132
$327K 0.08%
1,592
-276
133
$312K 0.08%
2,412
134
$305K 0.07%
2,475
+6
135
$301K 0.07%
3,289
+14
136
$294K 0.07%
1,739
-464
137
$277K 0.07%
756
138
$272K 0.07%
520
139
$269K 0.06%
953
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140
$268K 0.06%
997
+2
141
$266K 0.06%
2,826
142
$264K 0.06%
5,367
+74
143
$258K 0.06%
2,880
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144
$257K 0.06%
2,000
145
$248K 0.06%
517
146
$247K 0.06%
1,798
+2
147
$242K 0.06%
4,687
148
$238K 0.06%
495
+4
149
$235K 0.06%
+1,770
150
$233K 0.06%
5,538
-5,985
3 4 5
6
7