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
$195M
AUM Growth
+$8.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$2.79M
3
+$2.21M
4
GD icon
General Dynamics
GD
+$2.03M
5
RTN
Raytheon Company
RTN
+$1.99M

Top Sells

1
+$2.87M
2
+$2.08M
3
+$1.88M
4
PAAS icon
Pan American Silver
PAAS
+$1.81M
5
AU icon
AngloGold Ashanti
AU
+$1.8M

Sector Composition

1 Financials 9.55%
2 Industrials 9.24%
3 Healthcare 9.18%
4 Technology 8.29%
5 Energy 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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-4,823
152
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153
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-9,242
154
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-108,184
155
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-28,334
156
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-16,316
157
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-9,561
158
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0
159
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-17,031
160
– –
-5,750
161
– –
-27,575
3 4 5 6
7