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
326
$17K ﹤0.01%
693
327
$17K ﹤0.01%
282
+17
328
$17K ﹤0.01%
400
329
$16K ﹤0.01%
+875
330
$16K ﹤0.01%
289
-1,199
331
$16K ﹤0.01%
530
332
$16K ﹤0.01%
108
+8
333
$16K ﹤0.01%
434
334
$16K ﹤0.01%
500
335
$16K ﹤0.01%
160
336
$15K ﹤0.01%
825
+150
337
$14K ﹤0.01%
360
338
$14K ﹤0.01%
360
339
$14K ﹤0.01%
340
340
$14K ﹤0.01%
1,170
341
$14K ﹤0.01%
1,000
342
$13K ﹤0.01%
600
343
$13K ﹤0.01%
+300
344
$13K ﹤0.01%
229
345
$13K ﹤0.01%
103
346
$13K ﹤0.01%
407
347
$13K ﹤0.01%
380
348
$12K ﹤0.01%
1,000
349
$12K ﹤0.01%
+960
350
$12K ﹤0.01%
648
11 12 13
14
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