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
326
$28K ﹤0.01%
598
327
$28K ﹤0.01%
1,145
328
$28K ﹤0.01%
250
-285
329
$28K ﹤0.01%
2,000
330
$27K ﹤0.01%
79
331
$27K ﹤0.01%
5,000
+2,000
332
$27K ﹤0.01%
1,400
333
$27K ﹤0.01%
273
334
$27K ﹤0.01%
1,736
-400
335
$27K ﹤0.01%
511
336
$27K ﹤0.01%
320
337
$27K ﹤0.01%
229
338
$26K ﹤0.01%
518
339
$26K ﹤0.01%
662
340
$26K ﹤0.01%
1,546
341
$26K ﹤0.01%
800
342
$26K ﹤0.01%
300
343
$26K ﹤0.01%
888
-1,129
344
$25K ﹤0.01%
18,440
345
$25K ﹤0.01%
300
346
$24K ﹤0.01%
1,920
347
$24K ﹤0.01%
711
-25
348
$24K ﹤0.01%
587
-564
349
$24K ﹤0.01%
+648
350
$24K ﹤0.01%
+755
12 13
14
15 16