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
$1.01B
AUM Growth
+$71.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$6.62M
3
+$5.58M
4
IQV icon
IQVIA
IQV
+$5.53M
5
NWL icon
Newell Brands
NWL
+$3.06M

Top Sells

1
+$9.73M
2
+$8.81M
3
+$5.19M
4
CAG icon
Conagra Brands
CAG
+$4.93M
5
LDOS icon
Leidos
LDOS
+$4.15M

Sector Composition

1 Technology 18.2%
2 Financials 12.51%
3 Industrials 10.21%
4 Consumer Discretionary 9.89%
5 Healthcare 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$27K ﹤0.01%
1,000
-4,000
402
$27K ﹤0.01%
708
403
$27K ﹤0.01%
198
-4,341
404
$26K ﹤0.01%
+600
405
$26K ﹤0.01%
824
406
$26K ﹤0.01%
400
-375
407
$26K ﹤0.01%
+280
408
$26K ﹤0.01%
900
409
$26K ﹤0.01%
850
410
$25K ﹤0.01%
553
+20
411
$25K ﹤0.01%
200
412
$25K ﹤0.01%
+639
413
$25K ﹤0.01%
574
414
$24K ﹤0.01%
50
415
$24K ﹤0.01%
+336
416
$24K ﹤0.01%
173
417
$23K ﹤0.01%
236
-88
418
$23K ﹤0.01%
200
419
$23K ﹤0.01%
47
420
$23K ﹤0.01%
151
-9
421
$23K ﹤0.01%
+100
422
$23K ﹤0.01%
+400
423
$23K ﹤0.01%
1,000
424
$23K ﹤0.01%
413
425
$22K ﹤0.01%
500
15 16
17
18 19