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
$476M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1 +$3.44M
2 +$3.09M
3 +$1.86M
4
CVX icon
Chevron
CVX
+$1.36M
5
NTRS icon
Northern Trust
NTRS
+$1.26M

Top Sells

1 +$3.98M
2 +$3.13M
3 +$1.67M
4
XOM icon
Exxon Mobil
XOM
+$1.6M
5
CVS icon
CVS Health
CVS
+$1.18M

Sector Composition

1 Industrials 13.79%
2 Financials 12.89%
3 Technology 11.06%
4 Healthcare 10.51%
5 Consumer Staples 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
-500
402
-1,900
403
-265
404
-2,118
405
-219
406
-1,227
407
-500