KPCM
Kings Point Capital Management Portfolio holdings
AUM
$1.15B
This Quarter Return
+6.21%
1 Year Return
+14.71%
3 Year Return
+79.91%
5 Year Return
+128.41%
10 Year Return
–
AUM
$476M
AUM Growth
+$476M
(+6.2%)
Cap. Flow
+$6.99M
Cap. Flow
% of AUM
1.47%
Top 10 Holdings %
Top 10 Hldgs %
24.21%
Holding
407
New
48
Increased
101
Reduced
77
Closed
38
Top Buys
| 1 |
Ralph Lauren
RL
|
$3.44M |
| 2 |
FLIR
FLIR Systems, Inc. (DE) Common Stock
FLIR
|
$3.09M |
| 3 |
Nike
NKE
|
$1.86M |
| 4 |
Chevron
CVX
|
$1.36M |
| 5 |
Northern Trust
NTRS
|
$1.26M |
Top Sells
| 1 |
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
|
$3.98M |
| 2 |
Merck
MRK
|
$3.13M |
| 3 |
UN
Unilever NV New York Registry Shares
UN
|
$1.67M |
| 4 |
Exxon Mobil
XOM
|
$1.6M |
| 5 |
CVS Health
CVS
|
$1.18M |
Sector Composition
| 1 | Industrials | 13.79% |
| 2 | Financials | 12.89% |
| 3 | Technology | 11.06% |
| 4 | Healthcare | 10.51% |
| 5 | Consumer Staples | 8.85% |
