KPCM
Kings Point Capital Management Portfolio holdings
AUM
$1.15B
1-Year Return
14.71%
This Quarter Return
+2.85%
1 Year Return
+14.71%
3 Year Return
+79.91%
5 Year Return
+128.41%
10 Year Return
–
AUM
$507M
AUM Growth
+$12.2M
(+2.5%)
Cap. Flow
+$708K
Cap. Flow
% of AUM
0.14%
Top 10 Holdings %
Top 10 Hldgs %
22.73%
Holding
376
New
12
Increased
91
Reduced
55
Closed
23
Top Buys
| 1 |
Conagra Brands
CAG
|
$3.63M |
| 2 |
EOG Resources
EOG
|
$2.79M |
| 3 |
Cisco
CSCO
|
$2.71M |
| 4 |
UN
Unilever NV New York Registry Shares
UN
|
$2.67M |
| 5 |
Morgan Stanley
MS
|
$1.74M |
Top Sells
| 1 |
Altria Group
MO
|
$5.71M |
| 2 |
PayPal
PYPL
|
$4.49M |
| 3 |
Procter & Gamble
PG
|
$3.17M |
| 4 |
Cadence Bank
CADE
|
$2.98M |
| 5 |
Paychex
PAYX
|
$2.69M |
Sector Composition
| 1 | Financials | 13.94% |
| 2 | Industrials | 12.16% |
| 3 | Technology | 12.14% |
| 4 | Healthcare | 10.78% |
| 5 | Consumer Discretionary | 7.94% |