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
351
$12K ﹤0.01%
+252
352
$12K ﹤0.01%
1,000
353
$11K ﹤0.01%
+173
354
$11K ﹤0.01%
+78
355
$11K ﹤0.01%
+150
356
$11K ﹤0.01%
426
+2
357
$10K ﹤0.01%
+700
358
– –
-169
359
– –
-100
360
– –
-75,000
361
– –
-500
362
– –
-430
363
– –
-388
364
– –
-430
365
– –
-460
366
– –
-1,564
367
– –
-41,000
368
– –
-1,300
369
– –
-37,893
370
– –
-500
371
– –
-42,647
372
– –
-1,000
373
– –
-1,500
374
– –
-15,743
375
– –
-3,650
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