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
251
$45K 0.01%
1,546
252
$45K 0.01%
615
253
$45K 0.01%
829
-21
254
$44K 0.01%
1,008
255
$44K 0.01%
300
256
$44K 0.01%
390
257
$44K 0.01%
320
258
$43K 0.01%
518
259
$43K 0.01%
240
260
$42K 0.01%
1,056
+56
261
$41K 0.01%
706
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262
$41K 0.01%
582
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263
$41K 0.01%
350
264
$40K 0.01%
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265
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266
$39K 0.01%
345
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$37K 0.01%
270
268
$37K 0.01%
240
269
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270
$36K 0.01%
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271
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272
$35K 0.01%
140
273
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752
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274
$35K 0.01%
475
275
$34K 0.01%
125
9 10
11
12 13