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
$195M
AUM Growth
+$8.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$2.79M
3
+$2.21M
4
GD icon
General Dynamics
GD
+$2.03M
5
RTN
Raytheon Company
RTN
+$1.99M

Top Sells

1
+$2.87M
2
+$2.08M
3
+$1.88M
4
PAAS icon
Pan American Silver
PAAS
+$1.81M
5
AU icon
AngloGold Ashanti
AU
+$1.8M

Sector Composition

1 Financials 9.55%
2 Industrials 9.24%
3 Healthcare 9.18%
4 Technology 8.29%
5 Energy 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.36M 2.24%
+193,040
2
$4.14M 2.12%
49,051
-7,814
3
$4.02M 2.06%
50,252
-2,158
4
$3.7M 1.9%
76,450
+1,014
5
$3.51M 1.8%
127,128
-36,292
6
$3.27M 1.67%
182,574
+53,606
7
$3.08M 1.58%
37,419
-1,608
8
$2.98M 1.53%
53,910
-3,138
9
$2.97M 1.52%
30,796
+14,464
10
$2.91M 1.49%
52,088
+106
11
$2.79M 1.43%
+65,825
12
$2.65M 1.36%
30,982
+996
13
$2.59M 1.33%
93,014
+6,074
14
$2.48M 1.27%
98,522
+306
15
$2.47M 1.26%
98,963
+2,506
16
$2.46M 1.26%
48,624
+1,018
17
$2.39M 1.22%
60,736
-42,081
18
$2.34M 1.2%
79,932
-4,450
19
$2.31M 1.18%
106,208
+22,186
20
$2.3M 1.18%
37,679
-2,406
21
$2.27M 1.16%
34,176
+1,184
22
$2.21M 1.13%
+79,274
23
$2.13M 1.09%
8,283
+319
24
$2.08M 1.06%
49,440
+26,950
25
$2.03M 1.04%
+14,758
1
2 3 4 5