KPCM

Kings Point Capital Management Portfolio holdings

AUM $1.15B
1-Year Est. Return 14.71%
This Quarter Est. Return
1 Year Est. Return
+14.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$370M
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$6.57M
2
+$6.23M
3
+$5.44M
4
DIS icon
Walt Disney
DIS
+$5.16M
5
BA icon
Boeing
BA
+$3.56M

Top Sells

1
+$4.42M
2
+$3.19M
3
+$2.89M
4
LAD icon
Lithia Motors
LAD
+$2.1M
5
PARA
Paramount Global Class B
PARA
+$1.95M

Sector Composition

1 Energy 12.22%
2 Industrials 11.74%
3 Healthcare 9.85%
4 Consumer Staples 9.72%
5 Communication Services 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$40K 0.01%
550
227
$40K 0.01%
3,234
228
$40K 0.01%
800
-20,000
229
$39K 0.01%
1,020
+620
230
$39K 0.01%
350
231
$39K 0.01%
552
232
$38K 0.01%
2,807
+2
233
$38K 0.01%
+1,000
234
$37K 0.01%
518
235
$37K 0.01%
1,449
236
$37K 0.01%
931
237
$37K 0.01%
+2,000
238
$37K 0.01%
729
239
$36K 0.01%
+32
240
$36K 0.01%
460
+254
241
$35K 0.01%
810
242
$33K 0.01%
500
243
$33K 0.01%
683
244
$33K 0.01%
+154
245
$32K 0.01%
601
246
$31K 0.01%
270
247
$31K 0.01%
850
248
$31K 0.01%
1,000
249
$30K 0.01%
+166
250
$30K 0.01%
376
-668
8 9
10
11 12