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
$350M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$5.97M
2
+$4.24M
3
+$3.94M
4
LNG icon
Cheniere Energy
LNG
+$3.49M
5
BX icon
Blackstone
BX
+$2.43M

Top Sells

1
+$14.6M
2
+$4.3M
3
+$4.18M
4
TER icon
Teradyne
TER
+$3.26M
5
ICE icon
Intercontinental Exchange
ICE
+$3.02M

Sector Composition

1 Technology 14.45%
2 Financials 12.31%
3 Healthcare 9.84%
4 Consumer Discretionary 6.6%
5 Energy 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$0 ﹤0.01%
+11,000
4 5 6 7
8