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
-$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$8.34M
2
+$3.9M
3
+$3.6M
4
APO icon
Apollo Global Management
APO
+$3.51M
5
BN icon
Brookfield
BN
+$3.29M

Top Sells

1
+$9.01M
2
+$6.36M
3
+$4.18M
4
LNG icon
Cheniere Energy
LNG
+$2.01M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$1.97M

Sector Composition

1 Technology 13.15%
2 Financials 11.42%
3 Healthcare 10.26%
4 Consumer Discretionary 5.18%
5 Industrials 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
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