KPCM
Kings Point Capital Management Portfolio holdings
AUM
$1.15B
This Quarter Return
+7.34%
1 Year Return
+14.71%
3 Year Return
+79.91%
5 Year Return
+128.41%
10 Year Return
–
AUM
$537M
AUM Growth
+$29.2M
(+5.7%)
Cap. Flow
-$2.75M
Cap. Flow
% of AUM
-0.51%
Top 10 Holdings %
Top 10 Hldgs %
24.04%
Holding
375
New
22
Increased
71
Reduced
75
Closed
18
Top Buys
| 1 |
ATVI
Activision Blizzard Inc.
ATVI
|
$3.29M |
| 2 |
TSS
Total System Services, Inc.
TSS
|
$3.05M |
| 3 |
UN
Unilever NV New York Registry Shares
UN
|
$2.77M |
| 4 |
DXC Technology
DXC
|
$2.15M |
| 5 |
Medtronic
MDT
|
$2.06M |
Top Sells
| 1 |
DuPont de Nemours
DD
|
$5.44M |
| 2 |
Ralph Lauren
RL
|
$4.76M |
| 3 |
FLIR
FLIR Systems, Inc. (DE) Common Stock
FLIR
|
$4.05M |
| 4 |
Philip Morris
PM
|
$3.59M |
| 5 |
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% |
