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
$537M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$3.05M
3
+$2.77M
4
DXC icon
DXC Technology
DXC
+$2.15M
5
MDT icon
Medtronic
MDT
+$2.06M

Top Sells

1
+$5.44M
2
+$4.76M
3
+$4.05M
4
PM icon
Philip Morris
PM
+$3.59M
5
IRM icon
Iron Mountain
IRM
+$3.1M

Sector Composition

1 Financials 14.51%
2 Technology 13.67%
3 Industrials 13.22%
4 Healthcare 12.27%
5 Energy 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$58K 0.01%
3,520
227
$58K 0.01%
1,293
228
$58K 0.01%
1,830
-440
229
$58K 0.01%
860
230
$56K 0.01%
524
231
$55K 0.01%
1,005
232
$54K 0.01%
749
233
$54K 0.01%
924
+33
234
$54K 0.01%
+300
235
$54K 0.01%
1,000
+750
236
$53K 0.01%
231
237
$53K 0.01%
354
238
$52K 0.01%
461
239
$51K 0.01%
700
240
$51K 0.01%
746
241
$51K 0.01%
920
242
$49K 0.01%
636
243
$49K 0.01%
1,736
244
$47K 0.01%
650
+150
245
$47K 0.01%
690
246
$46K 0.01%
1,635
-4,500
247
$46K 0.01%
+941
248
$46K 0.01%
8,600
249
$45K 0.01%
1,164
+1
250
$45K 0.01%
444
-54
8 9
10
11 12