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
251
$63K 0.01%
898
252
$62K 0.01%
765
-45,987
253
$61K 0.01%
527
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254
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255
$61K 0.01%
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256
$60K 0.01%
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257
$60K 0.01%
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258
$60K 0.01%
845
259
$60K 0.01%
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260
$58K 0.01%
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261
$57K 0.01%
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262
$56K 0.01%
891
263
$55K 0.01%
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264
$55K 0.01%
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265
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548
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266
$55K 0.01%
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$54K 0.01%
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268
$54K 0.01%
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$52K 0.01%
300
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272
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825
273
$51K 0.01%
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$50K 0.01%
368
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$49K 0.01%
320