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
$1.01B
AUM Growth
+$71.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$6.62M
3
+$5.58M
4
IQV icon
IQVIA
IQV
+$5.53M
5
NWL icon
Newell Brands
NWL
+$3.06M

Top Sells

1
+$9.73M
2
+$8.81M
3
+$5.19M
4
CAG icon
Conagra Brands
CAG
+$4.93M
5
LDOS icon
Leidos
LDOS
+$4.15M

Sector Composition

1 Technology 18.2%
2 Financials 12.51%
3 Industrials 10.21%
4 Consumer Discretionary 9.89%
5 Healthcare 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$39K ﹤0.01%
+622
352
$39K ﹤0.01%
246
353
$39K ﹤0.01%
185
+25
354
$39K ﹤0.01%
262
355
$39K ﹤0.01%
618
-132
356
$39K ﹤0.01%
+80
357
$38K ﹤0.01%
600
358
$38K ﹤0.01%
729
-300
359
$38K ﹤0.01%
200
360
$37K ﹤0.01%
469
361
$37K ﹤0.01%
200
362
$36K ﹤0.01%
+1,014
363
$36K ﹤0.01%
6,000
-1,000
364
$35K ﹤0.01%
74
-45
365
$35K ﹤0.01%
500
366
$35K ﹤0.01%
271
367
$35K ﹤0.01%
415
368
$35K ﹤0.01%
8,010
369
$34K ﹤0.01%
500
370
$34K ﹤0.01%
1,100
371
$34K ﹤0.01%
384
372
$34K ﹤0.01%
1,904
+26
373
$34K ﹤0.01%
140
+20
374
$34K ﹤0.01%
200
375
$33K ﹤0.01%
+350
13 14
15
16 17