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
$548M
AUM Growth
+$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$3.69M
3
+$3.23M
4
LDOS icon
Leidos
LDOS
+$3.18M
5
NEE icon
NextEra Energy
NEE
+$3.15M

Top Sells

1
+$5.17M
2
+$3.94M
3
+$3.93M
4
NKE icon
Nike
NKE
+$3.03M
5
EOG icon
EOG Resources
EOG
+$2.5M

Sector Composition

1 Technology 14.22%
2 Industrials 13.41%
3 Financials 12.96%
4 Healthcare 11.35%
5 Consumer Discretionary 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.46M 1.36%
210,881
+157,538
27
$7.45M 1.36%
73,255
+4,006
28
$7.24M 1.32%
41,645
+1,217
29
$7.19M 1.31%
51,655
+3,423
30
$7.11M 1.3%
63,547
+2,826
31
$7.09M 1.3%
34,155
+13,070
32
$6.77M 1.24%
51,919
+3,591
33
$6.75M 1.23%
54,207
+2,427
34
$6.71M 1.23%
52,337
-2,616
35
$6.67M 1.22%
109,835
+2,849
36
$6.01M 1.1%
22,321
+916
37
$5.93M 1.08%
261,162
+1,538
38
$5.93M 1.08%
26,036
+1,087
39
$5.76M 1.05%
105,657
+5,221
40
$5.64M 1.03%
400,262
+8,260
41
$5.59M 1.02%
32,979
+1,812
42
$5.4M 0.99%
127,638
+4,329
43
$5.38M 0.98%
61,553
-67
44
$5.15M 0.94%
87,151
+2,816
45
$5.05M 0.92%
43,642
+1,453
46
$4.78M 0.87%
15
47
$4.72M 0.86%
48,491
+4,185
48
$4.23M 0.77%
30,951
+26,951
49
$4.2M 0.77%
81,988
+61,572
50
$4.15M 0.76%
106,925
-270
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