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
451
$18K ﹤0.01%
433
452
$17K ﹤0.01%
137
+30
453
$17K ﹤0.01%
1,957
454
$17K ﹤0.01%
83
+20
455
$17K ﹤0.01%
+231
456
$17K ﹤0.01%
25
457
$17K ﹤0.01%
+625
458
$17K ﹤0.01%
+542
459
$17K ﹤0.01%
434
460
$16K ﹤0.01%
296
461
$16K ﹤0.01%
156
-169
462
$16K ﹤0.01%
+136
463
$16K ﹤0.01%
+52
464
$16K ﹤0.01%
1,170
465
$16K ﹤0.01%
103
-618
466
$15K ﹤0.01%
100
467
$15K ﹤0.01%
33
-46
468
$15K ﹤0.01%
200
469
$15K ﹤0.01%
1,500
470
$15K ﹤0.01%
164
471
$15K ﹤0.01%
+36
472
$15K ﹤0.01%
50
473
$15K ﹤0.01%
400
-305
474
$15K ﹤0.01%
+324
475
$15K ﹤0.01%
438
17 18
19
20 21