KPCM
Kings Point Capital Management Portfolio holdings
AUM
$1.15B
1-Year Return
14.71%
This Quarter Return
+10.32%
1 Year Return
+14.71%
3 Year Return
+79.91%
5 Year Return
+128.41%
10 Year Return
–
AUM
$801M
AUM Growth
+$111M
(+16%)
Cap. Flow
+$53.5M
Cap. Flow
% of AUM
6.68%
Top 10 Holdings %
Top 10 Hldgs %
31.29%
Holding
500
New
61
Increased
152
Reduced
61
Closed
25
Top Buys
| 1 |
NVIDIA
NVDA
|
$6.26M |
| 2 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$6.19M |
| 3 |
IQVIA
IQV
|
$4.88M |
| 4 |
Williams-Sonoma
WSM
|
$4.61M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$3.81M |
Top Sells
| 1 |
Boeing
BA
|
$5.23M |
| 2 |
Becton Dickinson
BDX
|
$4.35M |
| 3 |
Kayne Anderson Energy Infrastructure Fund
KYN
|
$326K |
| 4 |
McDonald's
MCD
|
$312K |
| 5 |
Philip Morris
PM
|
$242K |
Sector Composition
| 1 | Technology | 20.8% |
| 2 | Healthcare | 11.35% |
| 3 | Financials | 11.1% |
| 4 | Consumer Discretionary | 9.72% |
| 5 | Industrials | 9.48% |
