KPCM
Kings Point Capital Management Portfolio holdings
AUM
$1.15B
This Quarter Return
+1.02%
1 Year Return
+14.71%
3 Year Return
+79.91%
5 Year Return
+128.41%
10 Year Return
–
AUM
$1.12B
AUM Growth
+$1.12B
(+2.3%)
Cap. Flow
+$34.3M
Cap. Flow
% of AUM
3.07%
Top 10 Holdings %
Top 10 Hldgs %
30.74%
Holding
590
New
62
Increased
154
Reduced
60
Closed
29
Top Buys
| 1 |
NVIDIA
NVDA
|
$11.3M |
| 2 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$9.71M |
| 3 |
Bank of America
BAC
|
$7.91M |
| 4 |
Global Payments
GPN
|
$1.57M |
| 5 |
Marvell Technology
MRVL
|
$1.56M |
Top Sells
| 1 |
Alibaba
BABA
|
$8.46M |
| 2 |
Charles River Laboratories
CRL
|
$5.51M |
| 3 |
Airbnb
ABNB
|
$2.68M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$2.1M |
| 5 |
GE Aerospace
GE
|
$1.91M |
Sector Composition
| 1 | Technology | 18.59% |
| 2 | Financials | 14.22% |
| 3 | Healthcare | 10.19% |
| 4 | Industrials | 9.83% |
| 5 | Communication Services | 9.29% |
