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
$169M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.58M
3
+$1.53M
4
SRCL
Stericycle Inc
SRCL
+$1.51M
5
MUR icon
Murphy Oil
MUR
+$1.43M

Top Sells

1
+$4.69M
2
+$1.76M
3
+$1.7M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.5M
5
UNH icon
UnitedHealth
UNH
+$1.41M

Sector Composition

1 Healthcare 11.16%
2 Industrials 11.13%
3 Financials 8.43%
4 Technology 8.23%
5 Consumer Staples 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$63K 0.04%
+2,142
152
$58K 0.03%
+544
153
$57K 0.03%
+700
154
$56K 0.03%
+1,500
155
$56K 0.03%
+531
156
$53K 0.03%
1,633
-46,298
157
$52K 0.03%
+5,080
158
$52K 0.03%
+2,609
159
$52K 0.03%
+2,000
160
$50K 0.03%
+1,500
161
$47K 0.03%
+696
162
$46K 0.03%
+200
163
$42K 0.02%
+1,000
164
$41K 0.02%
+420
165
$38K 0.02%
+349
166
$38K 0.02%
+1,070
167
$38K 0.02%
+648
168
$37K 0.02%
+738
169
$37K 0.02%
+1,000
170
$36K 0.02%
+350
171
$35K 0.02%
+2,182
172
$34K 0.02%
+253
173
$33K 0.02%
+1,547
174
$32K 0.02%
+1,100
175
$31K 0.02%
+532
5 6
7
8 9