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
301
$25K ﹤0.01%
755
302
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200
303
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450
304
$24K ﹤0.01%
591
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307
306
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206
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$23K ﹤0.01%
100
308
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354
309
$22K ﹤0.01%
637
-40
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50
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$21K ﹤0.01%
500
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384
315
$20K ﹤0.01%
+963
316
$20K ﹤0.01%
300
317
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450
318
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850
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$20K ﹤0.01%
556
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$19K ﹤0.01%
810
321
$19K ﹤0.01%
150
322
$18K ﹤0.01%
1,070
323
$18K ﹤0.01%
314
324
$18K ﹤0.01%
645
-41
325
$17K ﹤0.01%
400
11 12
13
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