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
201
$15K 0.01%
+215
202
$14K 0.01%
+735
203
$14K 0.01%
+1,000
204
$14K 0.01%
+472
205
$14K 0.01%
+310
206
$14K 0.01%
+320
207
$12K 0.01%
+248
208
$12K 0.01%
+240
209
$11K 0.01%
+200
210
$11K 0.01%
+725
211
$11K 0.01%
+93
212
$11K 0.01%
+122
213
$11K 0.01%
+166
214
$11K 0.01%
+206
215
$11K 0.01%
+164
216
$10K 0.01%
+352
217
$10K 0.01%
+200
218
$10K 0.01%
+835
219
$10K 0.01%
+244
220
$10K 0.01%
+925
221
$9K 0.01%
+100
222
$9K 0.01%
+1,382
223
$9K 0.01%
+100
224
$9K 0.01%
+90
225
$9K 0.01%
+337
7 8
9
10 11