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
$548M
AUM Growth
+$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$3.69M
3
+$3.23M
4
LDOS icon
Leidos
LDOS
+$3.18M
5
NEE icon
NextEra Energy
NEE
+$3.15M

Top Sells

1
+$5.17M
2
+$3.94M
3
+$3.93M
4
NKE icon
Nike
NKE
+$3.03M
5
EOG icon
EOG Resources
EOG
+$2.5M

Sector Composition

1 Technology 14.22%
2 Industrials 13.41%
3 Financials 12.96%
4 Healthcare 11.35%
5 Consumer Discretionary 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$20K ﹤0.01%
450
352
$20K ﹤0.01%
354
353
$20K ﹤0.01%
+300
354
$20K ﹤0.01%
160
355
$19K ﹤0.01%
4,720
+160
356
$19K ﹤0.01%
1,000
357
$19K ﹤0.01%
1,070
358
$19K ﹤0.01%
610
359
$19K ﹤0.01%
+2,000
360
$18K ﹤0.01%
+399
361
$18K ﹤0.01%
+200
362
$18K ﹤0.01%
+288
363
$18K ﹤0.01%
+1,500
364
$18K ﹤0.01%
315
-150
365
$18K ﹤0.01%
693
366
$18K ﹤0.01%
24
367
$17K ﹤0.01%
850
368
$17K ﹤0.01%
+500
369
$17K ﹤0.01%
+154
370
$16K ﹤0.01%
530
371
$16K ﹤0.01%
455
-300
372
$16K ﹤0.01%
150
373
$16K ﹤0.01%
434
374
$16K ﹤0.01%
1,095
-225
375
$16K ﹤0.01%
173
13 14
15
16 17