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
$330M
AUM Growth
-$2.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.83M
3
+$2.76M
4
LAD icon
Lithia Motors
LAD
+$2.1M
5
MGM icon
MGM Resorts International
MGM
+$1.34M

Top Sells

1
+$9.95M
2
+$4.95M
3
+$3.24M
4
DAL icon
Delta Air Lines
DAL
+$1.35M
5
MDT icon
Medtronic
MDT
+$1.24M

Sector Composition

1 Energy 13.98%
2 Industrials 10.45%
3 Healthcare 10.09%
4 Consumer Discretionary 9.47%
5 Technology 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.63M 1.7%
172,433
+29,192
27
$5.53M 1.67%
104,112
+1,165
28
$5.19M 1.57%
54,103
+1,813
29
$5.06M 1.53%
66,094
+2,451
30
$4.84M 1.47%
321,129
-10,584
31
$4.82M 1.46%
81,965
+1,903
32
$4.63M 1.4%
60,271
+172
33
$4.42M 1.34%
47,378
-8,607
34
$4.32M 1.31%
177,761
-2,583
35
$3.7M 1.12%
131,773
+658
36
$3.38M 1.02%
67,635
+3,005
37
$3.25M 0.98%
64,645
38
$3.11M 0.94%
24,438
+22,237
39
$2.92M 0.89%
+19,470
40
$2.84M 0.86%
66,579
+637
41
$2.83M 0.86%
27,905
+2,000
42
$2.46M 0.74%
9,847
+59
43
$2.1M 0.63%
+27,700
44
$1.93M 0.58%
84,789
+58,942
45
$1.86M 0.56%
9
46
$1.82M 0.55%
10,066
+304
47
$1.8M 0.54%
67,472
-5,557
48
$1.73M 0.52%
33,324
+167
49
$1.55M 0.47%
28,966
50
$1.54M 0.47%
40,196
+34,996
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