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
$537M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$3.05M
3
+$2.77M
4
DXC icon
DXC Technology
DXC
+$2.15M
5
MDT icon
Medtronic
MDT
+$2.06M

Top Sells

1
+$5.44M
2
+$4.76M
3
+$4.05M
4
PM icon
Philip Morris
PM
+$3.59M
5
IRM icon
Iron Mountain
IRM
+$3.1M

Sector Composition

1 Financials 14.51%
2 Technology 13.67%
3 Industrials 13.22%
4 Healthcare 12.27%
5 Energy 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$34K 0.01%
446
+46
277
$34K 0.01%
510
278
$34K 0.01%
698
279
$33K 0.01%
300
280
$33K 0.01%
1,000
281
$33K 0.01%
300
282
$33K 0.01%
202
283
$32K 0.01%
+467
284
$32K 0.01%
253
285
$32K 0.01%
200
286
$31K 0.01%
664
287
$31K 0.01%
271
288
$31K 0.01%
375
289
$31K 0.01%
306
290
$30K 0.01%
4,280
+40
291
$29K 0.01%
525
292
$29K 0.01%
285
-49
293
$28K 0.01%
400
294
$28K 0.01%
465
+10
295
$28K 0.01%
786
296
$27K 0.01%
525
297
$27K 0.01%
127
298
$26K ﹤0.01%
824
299
$26K ﹤0.01%
1,500
300
$26K ﹤0.01%
1,300
10 11
12
13 14