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
$1.22B
AUM Growth
+$96.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
651
New
Increased
Reduced
Closed

Top Buys

1 +$13.9M
2 +$13.3M
3 +$7.49M
4
BKNG icon
Booking.com
BKNG
+$7.04M
5
UNH icon
UnitedHealth
UNH
+$6.76M

Top Sells

1 +$10M
2 +$9.89M
3 +$9.75M
4
T icon
AT&T
T
+$7.61M
5
ATVI
Activision Blizzard
ATVI
+$6.85M

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
$254B
$36K ﹤0.01%
415
CMA icon
427
Comerica
CMA
$9.88B
$35K ﹤0.01%
400
HWC icon
428
Hancock Whitney
HWC
$4.81B
$35K ﹤0.01%
701
RLI icon
429
RLI Corp
RLI
$5.63B
$35K ﹤0.01%
626
+166
SHYG icon
430
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.33B
$35K ﹤0.01%
+775
FHLC icon
431
Fidelity MSCI Health Care Index ETF
FHLC
$2.62B
$34K ﹤0.01%
500
HACK icon
432
Amplify Cybersecurity ETF
HACK
$2.4B
$34K ﹤0.01%
560
LAMR icon
433
Lamar Advertising Co
LAMR
$12.3B
$34K ﹤0.01%
280
MC icon
434
Moelis & Co
MC
$5.12B
$34K ﹤0.01%
548
AUY
435
DELISTED
Yamana Gold, Inc.
AUY
$34K ﹤0.01%
8,010
BIDU icon
436
Baidu
BIDU
$41.4B
$33K ﹤0.01%
223
-6
CFG icon
437
Citizens Financial Group
CFG
$21.9B
$33K ﹤0.01%
700
CMG icon
438
Chipotle Mexican Grill
CMG
$56B
$33K ﹤0.01%
+950
D icon
439
Dominion Energy
D
$51.9B
$33K ﹤0.01%
421
+73
ETSY icon
440
Etsy
ETSY
$7.32B
$33K ﹤0.01%
150
FIS icon
441
Fidelity National Information Services
FIS
$35.4B
$33K ﹤0.01%
306
FSLR icon
442
First Solar
FSLR
$24.6B
$33K ﹤0.01%
384
GLDD icon
443
Great Lakes Dredge & Dock
GLDD
$766M
$33K ﹤0.01%
2,069
NGG icon
444
National Grid
NGG
$76.1B
$33K ﹤0.01%
502
-9
IMO icon
445
Imperial Oil
IMO
$43.4B
$32K ﹤0.01%
900
NUE icon
446
Nucor
NUE
$32.3B
$32K ﹤0.01%
278
+170
OLN icon
447
Olin
OLN
$2.68B
$32K ﹤0.01%
558
+13
RSPH icon
448
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$748M
$32K ﹤0.01%
1,000
ABB
449
DELISTED
ABB Ltd
ABB
$32K ﹤0.01%
850
CHH icon
450
Choice Hotels
CHH
$4.72B
$31K ﹤0.01%
200