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
276
$31K 0.01%
475
277
$31K 0.01%
+252
278
$31K 0.01%
1,000
279
$31K 0.01%
786
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280
$31K 0.01%
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281
$31K 0.01%
200
282
$29K 0.01%
400
-815
283
$29K 0.01%
455
+150
284
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+400
285
$29K 0.01%
525
286
$29K 0.01%
127
287
$29K 0.01%
+900
288
$28K 0.01%
677
-17
289
$28K 0.01%
300
290
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510
291
$28K 0.01%
207
292
$28K 0.01%
375
293
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285
294
$28K 0.01%
556
295
$27K 0.01%
+650
296
$27K 0.01%
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297
$27K 0.01%
202
298
$26K 0.01%
664
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299
$26K 0.01%
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300
$25K 0.01%
2,000
10 11
12
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