KPCM
Kings Point Capital Management Portfolio holdings
AUM
$1.15B
This Quarter Return
-0.08%
1 Year Return
+14.71%
3 Year Return
+79.91%
5 Year Return
+128.41%
10 Year Return
–
AUM
$495M
AUM Growth
+$495M
(+4.1%)
Cap. Flow
+$24.6M
Cap. Flow
% of AUM
4.97%
Top 10 Holdings %
Top 10 Hldgs %
22.6%
Holding
393
New
24
Increased
114
Reduced
39
Closed
29
Top Buys
| 1 |
Cadence Bank
CADE
|
$6.58M |
| 2 |
S&P Global
SPGI
|
$3.35M |
| 3 |
Aon
AON
|
$2.06M |
| 4 |
McDonald's
MCD
|
$1.71M |
| 5 |
Chevron
CVX
|
$1.49M |
Top Sells
| 1 |
Boeing
BA
|
$6.53M |
| 2 |
Wells Fargo
WFC
|
$4.47M |
| 3 |
Exxon Mobil
XOM
|
$1.31M |
| 4 |
PRMW
Primo Water Corporation
PRMW
|
$645K |
| 5 |
US Physical Therapy
USPH
|
$537K |
Sector Composition
| 1 | Financials | 14.63% |
| 2 | Industrials | 12.85% |
| 3 | Technology | 11.66% |
| 4 | Healthcare | 10.6% |
| 5 | Consumer Staples | 7.69% |
