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
$370M
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$6.57M
2
+$6.23M
3
+$5.44M
4
DIS icon
Walt Disney
DIS
+$5.16M
5
BA icon
Boeing
BA
+$3.56M

Top Sells

1
+$4.42M
2
+$3.19M
3
+$2.89M
4
LAD icon
Lithia Motors
LAD
+$2.1M
5
PARA
Paramount Global Class B
PARA
+$1.95M

Sector Composition

1 Energy 12.22%
2 Industrials 11.74%
3 Healthcare 9.85%
4 Consumer Staples 9.72%
5 Communication Services 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$23K 0.01%
+685
277
$23K 0.01%
+1,374
278
$22K 0.01%
2,190
279
$22K 0.01%
824
280
$22K 0.01%
228
281
$22K 0.01%
+297
282
$22K 0.01%
187
283
$21K 0.01%
+467
284
$20K 0.01%
+200
285
$20K 0.01%
2,000
286
$19K 0.01%
+267
287
$19K 0.01%
250
288
$18K ﹤0.01%
+398
289
$18K ﹤0.01%
666
-1
290
$18K ﹤0.01%
259
291
$18K ﹤0.01%
4,160
292
$18K ﹤0.01%
+1,245
293
$17K ﹤0.01%
+3,570
294
$17K ﹤0.01%
200
295
$17K ﹤0.01%
679
296
$17K ﹤0.01%
600
297
$17K ﹤0.01%
106
298
$17K ﹤0.01%
300
299
$16K ﹤0.01%
381
-152
300
$16K ﹤0.01%
+433
10 11
12
13 14