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
$565M
AUM Growth
-$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$3.87M
3
+$3.71M
4
QCOM icon
Qualcomm
QCOM
+$3.54M
5
LDOS icon
Leidos
LDOS
+$3.4M

Top Sells

1
+$7.28M
2
+$3.73M
3
+$2.89M
4
NTRS icon
Northern Trust
NTRS
+$2.32M
5
MPLX icon
MPLX
MPLX
+$1.15M

Sector Composition

1 Technology 18.64%
2 Healthcare 11.68%
3 Industrials 11.02%
4 Financials 10.73%
5 Communication Services 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.76M 1.37%
250,694
+26,127
27
$7.54M 1.33%
81,508
+10,097
28
$7.39M 1.3%
134,650
-3,532
29
$7.18M 1.27%
56,925
+29,407
30
$7.11M 1.25%
322,934
+43,852
31
$7.11M 1.25%
49,283
+6,230
32
$7.05M 1.24%
215,611
+4,730
33
$6.91M 1.22%
62,547
+4,268
34
$6.91M 1.22%
41,397
+36,433
35
$6.9M 1.21%
95,772
-2,000
36
$6.62M 1.17%
73,724
37
$6.59M 1.16%
135,093
+14,231
38
$6.58M 1.16%
109,300
+20,244
39
$6.42M 1.13%
48,920
+4,491
40
$5.9M 1.04%
24,917
+305
41
$5.54M 0.98%
161,190
+8,611
42
$5.5M 0.97%
60,943
+7,663
43
$5.4M 0.95%
36,204
+418
44
$5.14M 0.91%
50,432
+5,832
45
$4.91M 0.86%
35,887
+24,575
46
$4.63M 0.82%
56,378
-809
47
$4.57M 0.81%
107,664
-9,658
48
$4.47M 0.79%
54,869
+11,468
49
$4.21M 0.74%
70,745
+8,448
50
$4.12M 0.73%
56,872
+2,314
1
2
3 4 5