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
$1.01B
AUM Growth
+$71.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$6.62M
3
+$5.58M
4
IQV icon
IQVIA
IQV
+$5.53M
5
NWL icon
Newell Brands
NWL
+$3.06M

Top Sells

1
+$9.73M
2
+$8.81M
3
+$5.19M
4
CAG icon
Conagra Brands
CAG
+$4.93M
5
LDOS icon
Leidos
LDOS
+$4.15M

Sector Composition

1 Technology 18.2%
2 Financials 12.51%
3 Industrials 10.21%
4 Consumer Discretionary 9.89%
5 Healthcare 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$67K 0.01%
1,722
+1,000
302
$63K 0.01%
400
-30
303
$61K 0.01%
564
304
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500
305
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306
$61K 0.01%
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307
$60K 0.01%
247
308
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309
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310
$59K 0.01%
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311
$59K 0.01%
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312
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313
$57K 0.01%
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314
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732
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315
$57K 0.01%
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316
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400
317
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810
318
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$51K 0.01%
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$50K ﹤0.01%
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$50K ﹤0.01%
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$49K ﹤0.01%
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$49K ﹤0.01%
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$48K ﹤0.01%
1,500
325
$47K ﹤0.01%
270
11 12
13
14 15