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
176
$31K 0.02%
+750
177
$30K 0.02%
+226
178
$30K 0.02%
+660
179
$29K 0.02%
+700
180
$28K 0.02%
+350
181
$28K 0.02%
+222
182
$27K 0.02%
+867
183
$26K 0.02%
+582
184
$25K 0.01%
+600
185
$25K 0.01%
+894
186
$23K 0.01%
+267
187
$21K 0.01%
+380
188
$21K 0.01%
+806
189
$21K 0.01%
1,050
-42,465
190
$20K 0.01%
+1,281
191
$20K 0.01%
+2,785
192
$19K 0.01%
321,672
+53,961
193
$18K 0.01%
250
-13,323
194
$18K 0.01%
+400
195
$16K 0.01%
+1,064
196
$16K 0.01%
+390
197
$16K 0.01%
+630
198
$16K 0.01%
+305
199
$15K 0.01%
+172
200
$15K 0.01%
+201
6 7
8
9 10