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
$157M
AUM Growth
+$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.06M
3
+$985K
4
SAN icon
Banco Santander
SAN
+$787K
5
TWTR
Twitter, Inc.
TWTR
+$615K

Top Sells

1
+$2.56M
2
+$1.63M
3
+$1.55M
4
UNP icon
Union Pacific
UNP
+$1.3M
5
EQT icon
EQT Corp
EQT
+$1.1M

Sector Composition

1 Healthcare 12.21%
2 Technology 9.88%
3 Materials 8.16%
4 Energy 7.27%
5 Financials 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.13M 3.9%
87,572
-67
2
$5.73M 3.64%
30,681
+228
3
$4.2M 2.67%
99,148
-2,244
4
$3.73M 2.37%
149,222
+59
5
$3.55M 2.26%
62,458
+840
6
$2.98M 1.9%
37,314
+121
7
$2.98M 1.89%
50,635
-43,501
8
$2.97M 1.89%
21,705
-144
9
$2.94M 1.87%
106,248
+546
10
$2.89M 1.84%
33,828
+1,189
11
$2.74M 1.74%
81,232
+1,041
12
$2.71M 1.72%
10,061
+303
13
$2.68M 1.7%
12,125
-2,915
14
$2.64M 1.68%
18,924
-230
15
$2.54M 1.61%
82,650
+1,323
16
$2.49M 1.58%
47,280
-460
17
$2.45M 1.56%
45,593
+1,443
18
$2.23M 1.42%
11,748
-176
19
$2.21M 1.4%
115,747
-3,588
20
$2.2M 1.4%
38,536
-1,146
21
$2.16M 1.37%
23,630
-175
22
$2.08M 1.32%
8,155
+60
23
$2.07M 1.32%
10,465
-125
24
$2.01M 1.28%
31,695
-1,289
25
$2M 1.27%
52,312
+197
1
2 3 4 5