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
501
$12K ﹤0.01%
756
+24
502
$12K ﹤0.01%
750
503
$12K ﹤0.01%
810
504
$12K ﹤0.01%
94
505
$12K ﹤0.01%
+300
506
$12K ﹤0.01%
182
507
$11K ﹤0.01%
+186
508
$11K ﹤0.01%
86
509
$11K ﹤0.01%
+400
510
$11K ﹤0.01%
48
-15
511
$11K ﹤0.01%
+41
512
$11K ﹤0.01%
176
-150
513
$10K ﹤0.01%
+388
514
$10K ﹤0.01%
+276
515
$10K ﹤0.01%
+175
516
$10K ﹤0.01%
95
-19
517
$10K ﹤0.01%
380
518
$10K ﹤0.01%
+200
519
$10K ﹤0.01%
1,500
520
$10K ﹤0.01%
+400
521
– –
-108
522
– –
-793
523
– –
-1,735
524
– –
-740
525
– –
-340
19 20
21
22 23