KPCM
Kings Point Capital Management Portfolio holdings
AUM
$1.15B
1-Year Return
14.71%
This Quarter Return
-4.94%
1 Year Return
+14.71%
3 Year Return
+79.91%
5 Year Return
+128.41%
10 Year Return
–
AUM
$1.15B
AUM Growth
-$69.8M
(-5.7%)
Cap. Flow
+$11.1M
Cap. Flow
% of AUM
0.97%
Top 10 Holdings %
Top 10 Hldgs %
30.7%
Holding
653
New
27
Increased
109
Reduced
152
Closed
85
Top Buys
| 1 |
Shell
SHEL
|
$16.2M |
| 2 |
Sysco
SYY
|
$15.6M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$4.91M |
| 4 |
Qualcomm
QCOM
|
$2.09M |
| 5 |
PayPal
PYPL
|
$1.33M |
Top Sells
| 1 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$12.1M |
| 2 |
SAP
SAP
|
$7.51M |
| 3 |
Unilever
UL
|
$6.85M |
| 4 |
Brookfield Infrastructure Partners
BIP
|
$5.16M |
| 5 |
Thermo Fisher Scientific
TMO
|
$3.76M |
Sector Composition
| 1 | Technology | 17.91% |
| 2 | Financials | 14.58% |
| 3 | Healthcare | 10.25% |
| 4 | Consumer Discretionary | 9.9% |
| 5 | Industrials | 8.81% |
