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
301
$16K ﹤0.01%
+217
302
$16K ﹤0.01%
288
+50
303
$16K ﹤0.01%
168
304
$16K ﹤0.01%
150
305
$16K ﹤0.01%
1,170
306
$16K ﹤0.01%
300
307
$16K ﹤0.01%
800
308
$15K ﹤0.01%
73
309
$15K ﹤0.01%
453
310
$15K ﹤0.01%
+232
311
$15K ﹤0.01%
+1,170
312
$15K ﹤0.01%
151
313
$15K ﹤0.01%
600
314
$15K ﹤0.01%
496
315
$15K ﹤0.01%
495
316
$15K ﹤0.01%
210
317
$14K ﹤0.01%
500
318
$14K ﹤0.01%
+708
319
$14K ﹤0.01%
280
-250
320
$13K ﹤0.01%
+450
321
$13K ﹤0.01%
575
322
$13K ﹤0.01%
561
323
$13K ﹤0.01%
164
324
$12K ﹤0.01%
75
325
$12K ﹤0.01%
1,000
11 12
13
14 15