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
$548M
AUM Growth
+$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$3.69M
3
+$3.23M
4
LDOS icon
Leidos
LDOS
+$3.18M
5
NEE icon
NextEra Energy
NEE
+$3.15M

Top Sells

1
+$5.17M
2
+$3.94M
3
+$3.93M
4
NKE icon
Nike
NKE
+$3.03M
5
EOG icon
EOG Resources
EOG
+$2.5M

Sector Composition

1 Technology 14.22%
2 Industrials 13.41%
3 Financials 12.96%
4 Healthcare 11.35%
5 Consumer Discretionary 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$69K 0.01%
1,268
227
$69K 0.01%
2,889
228
$68K 0.01%
+2,895
229
$66K 0.01%
+26,347
230
$66K 0.01%
945
+30
231
$66K 0.01%
242
+42
232
$65K 0.01%
1,400
233
$64K 0.01%
557
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234
$63K 0.01%
836
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235
$63K 0.01%
363
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236
$62K 0.01%
2,000
237
$61K 0.01%
450
238
$60K 0.01%
300
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239
$58K 0.01%
+525
240
$58K 0.01%
1,500
241
$58K 0.01%
1,830
242
$57K 0.01%
1,725
243
$57K 0.01%
1,001
244
$56K 0.01%
650
245
$56K 0.01%
485
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246
$56K 0.01%
901
247
$55K 0.01%
1,272
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248
$55K 0.01%
891
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249
$55K 0.01%
2,000
250
$53K 0.01%
1,000
8 9
10
11 12