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
$278M
AUM Growth
+$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$8.37M
2
+$3.98M
3
+$3.18M
4
STZ icon
Constellation Brands
STZ
+$2.04M
5
AOS icon
A.O. Smith
AOS
+$1.81M

Top Sells

1
+$3.73M
2
+$3.11M
3
+$3M
4
CG icon
Carlyle Group
CG
+$2M
5
GILD icon
Gilead Sciences
GILD
+$1.6M

Sector Composition

1 Technology 13.44%
2 Healthcare 10.41%
3 Financials 8.08%
4 Industrials 7.39%
5 Consumer Discretionary 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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152
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154
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-5,742
158
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159
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160
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-10,282
3 4 5 6
7