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
401
$12K ﹤0.01%
960
402
$12K ﹤0.01%
314
403
$12K ﹤0.01%
+35
404
$12K ﹤0.01%
1,300
405
$12K ﹤0.01%
103
406
$12K ﹤0.01%
407
407
$12K ﹤0.01%
+100
408
$12K ﹤0.01%
315
409
$11K ﹤0.01%
438
410
$11K ﹤0.01%
+77
411
$11K ﹤0.01%
86
412
$11K ﹤0.01%
+81
413
$11K ﹤0.01%
+31
414
$11K ﹤0.01%
+68
415
$11K ﹤0.01%
+101
416
$11K ﹤0.01%
+108
417
$11K ﹤0.01%
+1,500
418
$11K ﹤0.01%
282
419
$11K ﹤0.01%
+205
420
$11K ﹤0.01%
+151
421
$11K ﹤0.01%
+180
422
$11K ﹤0.01%
1,000
423
$11K ﹤0.01%
+98
424
$10K ﹤0.01%
+176
425
$10K ﹤0.01%
380