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
301
$25K 0.01%
+180
302
$23K ﹤0.01%
824
303
$23K ﹤0.01%
307
304
$23K ﹤0.01%
+443
305
$23K ﹤0.01%
1,300
306
$23K ﹤0.01%
850
307
$23K ﹤0.01%
+80
308
$23K ﹤0.01%
1,000
309
$22K ﹤0.01%
467
310
$22K ﹤0.01%
300
311
$22K ﹤0.01%
280
-715
312
$22K ﹤0.01%
200
313
$21K ﹤0.01%
384
314
$21K ﹤0.01%
693
315
$21K ﹤0.01%
4,240
316
$21K ﹤0.01%
200
317
$20K ﹤0.01%
810
318
$20K ﹤0.01%
150
319
$20K ﹤0.01%
354
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320
$19K ﹤0.01%
226
321
$19K ﹤0.01%
434
322
$19K ﹤0.01%
681
+3
323
$19K ﹤0.01%
1,400
324
$19K ﹤0.01%
400
325
$18K ﹤0.01%
150
11 12
13
14 15