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
$565M
AUM Growth
-$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$3.87M
3
+$3.71M
4
QCOM icon
Qualcomm
QCOM
+$3.54M
5
LDOS icon
Leidos
LDOS
+$3.4M

Top Sells

1
+$7.28M
2
+$3.73M
3
+$2.89M
4
NTRS icon
Northern Trust
NTRS
+$2.32M
5
MPLX icon
MPLX
MPLX
+$1.15M

Sector Composition

1 Technology 18.64%
2 Healthcare 11.68%
3 Industrials 11.02%
4 Financials 10.73%
5 Communication Services 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$14K ﹤0.01%
47
402
$14K ﹤0.01%
+384
403
$14K ﹤0.01%
1,105
+105
404
$14K ﹤0.01%
1,170
405
$14K ﹤0.01%
857
406
$14K ﹤0.01%
1,000
407
$13K ﹤0.01%
100
-100
408
$13K ﹤0.01%
360
409
$13K ﹤0.01%
530
410
$13K ﹤0.01%
+500
411
$12K ﹤0.01%
228
-155
412
$12K ﹤0.01%
192
413
$12K ﹤0.01%
67
-60
414
$12K ﹤0.01%
1,000
-1,500
415
$12K ﹤0.01%
260
-355
416
$12K ﹤0.01%
+80
417
$12K ﹤0.01%
433
418
$12K ﹤0.01%
+340
419
$11K ﹤0.01%
400
420
$11K ﹤0.01%
650
421
$11K ﹤0.01%
+164
422
$11K ﹤0.01%
406
423
$11K ﹤0.01%
500
424
$11K ﹤0.01%
455
425
$11K ﹤0.01%
300
15 16
17
18 19