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
$187M
AUM Growth
-$5.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$2.06M
3
+$1.94M
4
PAAS icon
Pan American Silver
PAAS
+$1.81M
5
AU icon
AngloGold Ashanti
AU
+$1.8M

Top Sells

1
+$2.21M
2
+$2.15M
3
+$1.86M
4
SQM icon
Sociedad Química y Minera de Chile
SQM
+$1.85M
5
GSK icon
GSK
GSK
+$1.81M

Sector Composition

1 Healthcare 9.09%
2 Technology 9.07%
3 Financials 6.64%
4 Industrials 6.1%
5 Energy 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.81M 2.57%
56,865
+9,359
2
$4.27M 2.29%
102,817
+49,583
3
$4.12M 2.2%
163,420
-1,576
4
$3.97M 2.13%
52,410
-2,173
5
$3.74M 2.01%
75,436
-1,706
6
$3.45M 1.85%
57,048
-2,783
7
$3.2M 1.71%
39,027
+5,275
8
$2.87M 1.54%
51,982
-1,098
9
$2.87M 1.54%
5,750
-29
10
$2.73M 1.46%
98,216
-2,075
11
$2.48M 1.33%
84,382
-4,192
12
$2.46M 1.32%
40,085
-1,958
13
$2.25M 1.21%
29,986
-403
14
$2.2M 1.18%
128,968
+790
15
$2.19M 1.17%
86,940
-1,475
16
$2.08M 1.12%
96,457
+432
17
$2.08M 1.11%
+585
18
$2M 1.07%
39,438
-280
19
$1.99M 1.06%
11,672
-580
20
$1.96M 1.05%
18,369
-74
21
$1.94M 1.04%
39,537
-1,184
22
$1.94M 1.04%
+47,606
23
$1.92M 1.03%
7,964
-56
24
$1.92M 1.03%
88,668
-3,643
25
$1.88M 1.01%
28,334
-308
1
2 3 4 5