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
$376M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$13.9M
3
+$5.25M
4
EWY icon
iShares MSCI South Korea ETF
EWY
+$4.92M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$4.54M

Top Sells

1
+$20M
2
+$5.69M
3
+$5.67M
4
CCI icon
Crown Castle
CCI
+$5.47M
5
PLD icon
Prologis
PLD
+$4.93M

Sector Composition

1 Technology 14.46%
2 Financials 11.54%
3 Healthcare 11.26%
4 Consumer Discretionary 8.39%
5 Industrials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$217K 0.06%
1,014
+5
152
$216K 0.06%
2,545
153
$209K 0.06%
+950
154
$206K 0.05%
530
-25
155
$201K 0.05%
+4,878
156
$128K 0.03%
14,828
-192
157
$118K 0.03%
10,173
+6
158
$77K 0.02%
649
159
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-30,882
160
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161
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-16,052
162
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-1,000
163
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-9,610
164
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166
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168
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4 5 6
7
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