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
426
$11K ﹤0.01%
+83
427
$11K ﹤0.01%
293
428
$11K ﹤0.01%
480
429
$11K ﹤0.01%
340
430
$11K ﹤0.01%
810
431
$11K ﹤0.01%
180
432
$10K ﹤0.01%
1,957
433
$10K ﹤0.01%
176
434
$10K ﹤0.01%
737
435
$10K ﹤0.01%
434
436
$10K ﹤0.01%
280
-74
437
$10K ﹤0.01%
103
438
– –
-110
439
– –
-204
440
– –
-250
441
– –
-431
442
– –
-610
443
– –
-450
444
– –
-500
445
– –
0
446
– –
-1,500
447
– –
-250
448
– –
-380
449
– –
0
450
– –
-315
16 17
18
19 20