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
$565M
AUM Growth
-$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$3.87M
3
+$3.71M
4
QCOM icon
Qualcomm
QCOM
+$3.54M
5
LDOS icon
Leidos
LDOS
+$3.4M

Top Sells

1
+$7.28M
2
+$3.73M
3
+$2.89M
4
NTRS icon
Northern Trust
NTRS
+$2.32M
5
MPLX icon
MPLX
MPLX
+$1.15M

Sector Composition

1 Technology 18.64%
2 Healthcare 11.68%
3 Industrials 11.02%
4 Financials 10.73%
5 Communication Services 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$36K 0.01%
1,497
302
$35K 0.01%
200
-42
303
$35K 0.01%
270
304
$35K 0.01%
1,725
305
$34K 0.01%
140
-50
306
$34K 0.01%
1,391
307
$33K 0.01%
104
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308
$33K 0.01%
271
309
$33K 0.01%
410
310
$32K 0.01%
2,000
311
$32K 0.01%
750
312
$31K 0.01%
750
313
$30K 0.01%
+2,500
314
$30K 0.01%
325
315
$30K 0.01%
150
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316
$30K 0.01%
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317
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206
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$30K 0.01%
746
319
$30K 0.01%
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320
$30K 0.01%
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321
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$29K 0.01%
324
324
$29K 0.01%
899
325
$29K 0.01%
2,379
11 12
13
14 15