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
$537M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$3.05M
3
+$2.77M
4
DXC icon
DXC Technology
DXC
+$2.15M
5
MDT icon
Medtronic
MDT
+$2.06M

Top Sells

1
+$5.44M
2
+$4.76M
3
+$4.05M
4
PM icon
Philip Morris
PM
+$3.59M
5
IRM icon
Iron Mountain
IRM
+$3.1M

Sector Composition

1 Financials 14.51%
2 Technology 13.67%
3 Industrials 13.22%
4 Healthcare 12.27%
5 Energy 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.12M 1.33%
95,083
+599
27
$7M 1.31%
401,721
-500
28
$6.87M 1.28%
49,730
+436
29
$6.72M 1.25%
59,540
+328
30
$6.69M 1.25%
137,529
+22,452
31
$6.61M 1.23%
246,590
32
$6.29M 1.17%
51,480
-1,552
33
$6.03M 1.12%
69,201
-391
34
$5.96M 1.11%
276,871
-12,521
35
$5.95M 1.11%
65,857
+1,057
36
$5.92M 1.1%
106,661
+49,834
37
$5.66M 1.05%
38,653
+592
38
$5.56M 1.04%
20,819
+211
39
$5.34M 0.99%
47,735
+601
40
$5.31M 0.99%
27,187
+8,508
41
$5.3M 0.99%
47,586
+3,358
42
$5.26M 0.98%
85,628
-65,828
43
$5.14M 0.96%
47,402
+1,534
44
$5.13M 0.96%
86,435
-1,295
45
$5.09M 0.95%
36,067
-757
46
$4.99M 0.93%
245,814
-21,115
47
$4.89M 0.91%
144,024
+42,530
48
$4.65M 0.87%
22,411
+1,408
49
$4.52M 0.84%
27,418
+962
50
$4.38M 0.82%
42,902
+3,855
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2
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