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
$192M
AUM Growth
+$2.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.77M
3
+$1.7M
4
ADBE icon
Adobe
ADBE
+$1.62M
5
DD icon
DuPont de Nemours
DD
+$1.58M

Top Sells

1
+$3.57M
2
+$1.89M
3
+$1.88M
4
IYT icon
iShares US Transportation ETF
IYT
+$1.8M
5
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$1.31M

Sector Composition

1 Technology 9.05%
2 Healthcare 8.69%
3 Financials 7.58%
4 Industrials 7.48%
5 Energy 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.19M 2.18%
54,583
-5,661
2
$4.06M 2.11%
77,142
+1,976
3
$4.02M 2.09%
47,506
+374
4
$3.89M 2.02%
59,831
-2,052
5
$3.83M 1.99%
164,996
-9,388
6
$2.96M 1.54%
53,080
+1,190
7
$2.89M 1.5%
100,291
+1,006
8
$2.77M 1.44%
33,752
+324
9
$2.67M 1.39%
88,574
-9,014
10
$2.65M 1.37%
+5,779
11
$2.64M 1.37%
42,043
-4,232
12
$2.3M 1.2%
53,234
+1,615
13
$2.26M 1.18%
28,642
-3,544
14
$2.21M 1.15%
311,744
-37,360
15
$2.2M 1.14%
88,415
+3,777
16
$2.17M 1.13%
96,025
+2,904
17
$2.15M 1.11%
226,630
+4,332
18
$2.13M 1.11%
30,389
-3,859
19
$2.07M 1.08%
92,311
+75,761
20
$2.06M 1.07%
12,252
-1,017
21
$2.04M 1.06%
40,721
+207
22
$2.02M 1.05%
39,718
+285
23
$1.99M 1.03%
33,295
-2,096
24
$1.97M 1.02%
128,178
-9,267
25
$1.95M 1.02%
16,567
-1,370
1
2 3 4 5