KC

Kingfisher Capital Portfolio holdings

AUM $437M
1-Year Est. Return 41.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$186M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.65M
3
+$1.41M
4
FWLT
FOSTER WHEELER AG (SWITZERLAND)
FWLT
+$1.4M
5
RIG icon
Transocean
RIG
+$1.38M

Top Sells

1
+$4.21M
2
+$4.17M
3
+$2.14M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$1.94M
5
STWD icon
Starwood Property Trust
STWD
+$1.71M

Sector Composition

1 Industrials 10.31%
2 Financials 8.59%
3 Technology 5.85%
4 Energy 5.74%
5 Healthcare 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-51,548
152
– –
-10,559
153
– –
-1,773
3 4 5 6
7