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
$476M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$3.09M
3
+$1.86M
4
CVX icon
Chevron
CVX
+$1.36M
5
NTRS icon
Northern Trust
NTRS
+$1.26M

Top Sells

1
+$3.98M
2
+$3.13M
3
+$1.67M
4
XOM icon
Exxon Mobil
XOM
+$1.6M
5
CVS icon
CVS Health
CVS
+$1.18M

Sector Composition

1 Industrials 13.79%
2 Financials 12.89%
3 Technology 11.06%
4 Healthcare 10.51%
5 Consumer Staples 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$41K 0.01%
+1,300
252
$40K 0.01%
1,300
253
$40K 0.01%
354
-893
254
$40K 0.01%
740
255
$39K 0.01%
+800
256
$38K 0.01%
+240
257
$38K 0.01%
+336
258
$38K 0.01%
2,080
259
$37K 0.01%
306
260
$37K 0.01%
246
261
$37K 0.01%
+2,144
262
$37K 0.01%
240
263
$36K 0.01%
+300
264
$35K 0.01%
1,000
265
$35K 0.01%
188
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266
$35K 0.01%
1,000
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267
$34K 0.01%
270
268
$34K 0.01%
385
269
$34K 0.01%
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270
$33K 0.01%
+550
271
$33K 0.01%
271
272
$33K 0.01%
525
273
$32K 0.01%
500
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274
$32K 0.01%
123
275
$32K 0.01%
698
9 10
11
12 13