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
$384M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$8.09M
2
+$7.3M
3
+$3.85M
4
UPS icon
United Parcel Service
UPS
+$3.66M
5
FSLR icon
First Solar
FSLR
+$2.88M

Top Sells

1
+$7.72M
2
+$5.47M
3
+$4.96M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$4.84M
5
EWY icon
iShares MSCI South Korea ETF
EWY
+$4.84M

Sector Composition

1 Technology 19.94%
2 Financials 11.71%
3 Healthcare 10.75%
4 Industrials 10.19%
5 Consumer Discretionary 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16M 4.15%
82,875
-455
2
$13.1M 3.4%
130,831
-3,900
3
$9.81M 2.55%
26,092
-240
4
$9.1M 2.37%
17,943
+14,385
5
$8.95M 2.33%
96,003
-4,788
6
$8.8M 2.29%
13,329
-269
7
$8.18M 2.13%
13,085
-368
8
$8.09M 2.11%
+40,288
9
$7.66M 1.99%
154,690
-5,930
10
$7.16M 1.86%
42,860
-1,317
11
$6.86M 1.79%
49,134
-1,204
12
$6.61M 1.72%
13,841
+7
13
$6.44M 1.68%
11,055
+2,440
14
$6.04M 1.57%
11,373
-164
15
$5.95M 1.55%
19,082
-562
16
$5.87M 1.53%
19,252
-598
17
$5.62M 1.46%
36,993
-536
18
$5.31M 1.38%
83,850
-2,895
19
$5.29M 1.38%
9,703
-117
20
$5.23M 1.36%
47,512
-18,585
21
$5.18M 1.35%
32,515
-859
22
$5.17M 1.34%
19,083
-1,042
23
$5.13M 1.33%
8,939
-373
24
$5.09M 1.33%
48,965
-454
25
$5.09M 1.32%
51,323
-1,073
1
2 3 4 5