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
251
$52K 0.01%
636
252
$52K 0.01%
1,524
+600
253
$52K 0.01%
320
254
$52K 0.01%
860
255
$52K 0.01%
300
256
$51K 0.01%
700
257
$51K 0.01%
1,086
+54
258
$50K 0.01%
373
-470
259
$50K 0.01%
+1,000
260
$50K 0.01%
650
261
$49K 0.01%
889
-71,511
262
$49K 0.01%
266
-34
263
$49K 0.01%
650
264
$49K 0.01%
690
265
$48K 0.01%
164
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266
$47K 0.01%
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267
$47K 0.01%
1,060
+52
268
$46K 0.01%
4,456
-9,277
269
$46K 0.01%
1,736
270
$46K 0.01%
941
271
$45K 0.01%
+18,440
272
$45K 0.01%
746
273
$44K 0.01%
625
274
$43K 0.01%
615
275
$42K 0.01%
2,560
9 10
11
12 13