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
$565M
AUM Growth
-$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$3.87M
3
+$3.71M
4
QCOM icon
Qualcomm
QCOM
+$3.54M
5
LDOS icon
Leidos
LDOS
+$3.4M

Top Sells

1
+$7.28M
2
+$3.73M
3
+$2.89M
4
NTRS icon
Northern Trust
NTRS
+$2.32M
5
MPLX icon
MPLX
MPLX
+$1.15M

Sector Composition

1 Technology 18.64%
2 Healthcare 11.68%
3 Industrials 11.02%
4 Financials 10.73%
5 Communication Services 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$81K 0.01%
6,292
+28
227
$81K 0.01%
1,050
228
$80K 0.01%
2,295
+900
229
$78K 0.01%
3,875
230
$78K 0.01%
502
+2
231
$77K 0.01%
643
232
$77K 0.01%
3,962
-500
233
$77K 0.01%
+1,000
234
$75K 0.01%
2,064
235
$74K 0.01%
410
-178
236
$71K 0.01%
885
237
$71K 0.01%
+1,806
238
$71K 0.01%
1,244
-153
239
$70K 0.01%
589
240
$70K 0.01%
1,330
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241
$69K 0.01%
570
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242
$68K 0.01%
480
243
$67K 0.01%
442
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244
$66K 0.01%
1,314
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245
$66K 0.01%
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246
$65K 0.01%
5,000
-1,209
247
$64K 0.01%
2,217
-137
248
$63K 0.01%
+200
249
$63K 0.01%
920
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250
$63K 0.01%
+999
8 9
10
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