KPCM
Kings Point Capital Management Portfolio holdings
AUM
$1.15B
1-Year Return
14.71%
This Quarter Return
+3.85%
1 Year Return
+14.71%
3 Year Return
+79.91%
5 Year Return
+128.41%
10 Year Return
–
AUM
$448M
AUM Growth
+$18.6M
(+4.3%)
Cap. Flow
+$6.75M
Cap. Flow
% of AUM
1.51%
Top 10 Holdings %
Top 10 Hldgs %
23.99%
Holding
378
New
47
Increased
88
Reduced
59
Closed
19
Top Buys
| 1 |
Procter & Gamble
PG
|
$3.1M |
| 2 |
DXC Technology
DXC
|
$3.06M |
| 3 |
FLIR
FLIR Systems, Inc. (DE) Common Stock
FLIR
|
$2.92M |
| 4 |
Becton Dickinson
BDX
|
$2.77M |
| 5 |
Ametek
AME
|
$2.51M |
Top Sells
| 1 |
Booz Allen Hamilton
BAH
|
$3.75M |
| 2 |
NLSN
Nielsen Holdings plc
NLSN
|
$3.08M |
| 3 |
Equifax
EFX
|
$2.72M |
| 4 |
Kimberly-Clark
KMB
|
$2.65M |
| 5 |
Paychex
PAYX
|
$1.79M |
Sector Composition
| 1 | Industrials | 13.1% |
| 2 | Financials | 12.22% |
| 3 | Healthcare | 12.02% |
| 4 | Consumer Staples | 9.94% |
| 5 | Technology | 9.78% |
