KPCM

Kings Point Capital Management Portfolio holdings

AUM $1.15B
1-Year Est. Return 14.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.22B
AUM Growth
+$96.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
651
New
Increased
Reduced
Closed

Top Buys

1 +$13.9M
2 +$13M
3 +$8.15M
4
BKNG icon
Booking.com
BKNG
+$6.95M
5
UNH icon
UnitedHealth
UNH
+$6.1M

Top Sells

1 +$9.98M
2 +$9.93M
3 +$9.69M
4
T icon
AT&T
T
+$7.64M
5
ATVI
Activision Blizzard
ATVI
+$7.03M

Sector Composition

1 Technology 19.2%
2 Financials 14.27%
3 Healthcare 10.67%
4 Consumer Discretionary 9.79%
5 Industrials 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NVS icon
426
Novartis
NVS
$281B
$36K ﹤0.01%
415
CMA
427
DELISTED
Comerica
CMA
$35K ﹤0.01%
400
HWC icon
428
Hancock Whitney
HWC
$5.59B
$35K ﹤0.01%
701
RLI icon
429
RLI Corp
RLI
$5.37B
$35K ﹤0.01%
626
+166
SHYG icon
430
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.57B
$35K ﹤0.01%
+775
FHLC icon
431
Fidelity MSCI Health Care Index ETF
FHLC
$2.81B
$34K ﹤0.01%
500
HACK icon
432
Amplify Cybersecurity ETF
HACK
$1.94B
$34K ﹤0.01%
560
LAMR icon
433
Lamar Advertising Co
LAMR
$13.6B
$34K ﹤0.01%
280
MC icon
434
Moelis & Co
MC
$4.94B
$34K ﹤0.01%
548
AUY
435
DELISTED
Yamana Gold, Inc.
AUY
$34K ﹤0.01%
8,010
GLDD
436
DELISTED
Great Lakes Dredge & Dock
GLDD
$33K ﹤0.01%
2,069
NGG icon
437
National Grid
NGG
$86.5B
$33K ﹤0.01%
509
-9
BIDU icon
438
Baidu
BIDU
$41.4B
$33K ﹤0.01%
223
-6
CFG icon
439
Citizens Financial Group
CFG
$27.8B
$33K ﹤0.01%
700
CMG icon
440
Chipotle Mexican Grill
CMG
$44.2B
$33K ﹤0.01%
+950
D icon
441
Dominion Energy
D
$55B
$33K ﹤0.01%
421
+73
ETSY icon
442
Etsy
ETSY
$6.2B
$33K ﹤0.01%
150
FIS icon
443
Fidelity National Information Services
FIS
$23.5B
$33K ﹤0.01%
306
FSLR icon
444
First Solar
FSLR
$21.1B
$33K ﹤0.01%
384
IMO icon
445
Imperial Oil
IMO
$59.9B
$32K ﹤0.01%
900
NUE icon
446
Nucor
NUE
$47.4B
$32K ﹤0.01%
278
+170
OLN icon
447
Olin
OLN
$2.99B
$32K ﹤0.01%
558
+13
RSPH icon
448
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$713M
$32K ﹤0.01%
1,000
ABB
449
DELISTED
ABB Ltd
ABB
$32K ﹤0.01%
850
CHH icon
450
Choice Hotels
CHH
$5.52B
$31K ﹤0.01%
200