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
476
$15K ﹤0.01%
75
477
$15K ﹤0.01%
182
+1
478
$15K ﹤0.01%
183
479
$15K ﹤0.01%
+143
480
$14K ﹤0.01%
+62
481
$14K ﹤0.01%
52
-7
482
$14K ﹤0.01%
1,300
-15
483
$14K ﹤0.01%
65
484
$14K ﹤0.01%
+288
485
$13K ﹤0.01%
100
486
$13K ﹤0.01%
+42
487
$13K ﹤0.01%
+110
488
$13K ﹤0.01%
+106
489
$13K ﹤0.01%
522
-11,550
490
$13K ﹤0.01%
293
491
$13K ﹤0.01%
1,500
492
$13K ﹤0.01%
50
493
$13K ﹤0.01%
+111
494
$13K ﹤0.01%
387
-34
495
$13K ﹤0.01%
+181
496
$12K ﹤0.01%
+200
497
$12K ﹤0.01%
+624
498
$12K ﹤0.01%
31
499
$12K ﹤0.01%
230
-77
500
$12K ﹤0.01%
141
18 19
20
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