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
$1.22B
AUM Growth
+$96.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
651
New
Increased
Reduced
Closed

Top Buys

1 +$13.9M
2 +$13.3M
3 +$7.49M
4
BKNG icon
Booking.com
BKNG
+$7.04M
5
UNH icon
UnitedHealth
UNH
+$6.76M

Top Sells

1 +$10M
2 +$9.89M
3 +$9.75M
4
T icon
AT&T
T
+$7.61M
5
ATVI
Activision Blizzard
ATVI
+$6.85M

Sector Composition

1 Technology 19.2%
2 Financials 14.27%
3 Healthcare 10.67%
4 Consumer Discretionary 9.79%
5 Industrials 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
UGI icon
526
UGI
UGI
$7.95B
$20K ﹤0.01%
433
CAG icon
527
Conagra Brands
CAG
$8.24B
$20K ﹤0.01%
600
FICO icon
528
Fair Isaac
FICO
$35.5B
$20K ﹤0.01%
47
FPE icon
529
First Trust Preferred Securities and Income ETF
FPE
$6.44B
$20K ﹤0.01%
+1,000
HEZU icon
530
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$634M
$20K ﹤0.01%
530
KHC icon
531
Kraft Heinz
KHC
$28.2B
$20K ﹤0.01%
+557
SPLK
532
DELISTED
Splunk Inc
SPLK
$20K ﹤0.01%
171
FRC
533
DELISTED
First Republic Bank
FRC
$20K ﹤0.01%
+99
PSX icon
534
Phillips 66
PSX
$55.2B
$19K ﹤0.01%
261
+2
SYF icon
535
Synchrony
SYF
$27.3B
$19K ﹤0.01%
400
UPWK icon
536
Upwork
UPWK
$2.51B
$19K ﹤0.01%
563
+10
VIS icon
537
Vanguard Industrials ETF
VIS
$6.76B
$19K ﹤0.01%
+94
JPS
538
DELISTED
Nuveen Preferred & Income Securities Fund
JPS
$19K ﹤0.01%
2,000
ADM icon
539
Archer Daniels Midland
ADM
$31.7B
$19K ﹤0.01%
+288
DCI icon
540
Donaldson
DCI
$11.5B
$19K ﹤0.01%
316
EGO icon
541
Eldorado Gold
EGO
$8.57B
$19K ﹤0.01%
2,000
ILMN icon
542
Illumina
ILMN
$22.3B
$19K ﹤0.01%
51
KWEB icon
543
KraneShares CSI China Internet ETF
KWEB
$8.26B
$19K ﹤0.01%
524
LCID icon
544
Lucid Motors
LCID
$3.15B
$19K ﹤0.01%
50
MAS icon
545
Masco
MAS
$14.2B
$19K ﹤0.01%
+273
BR icon
546
Broadridge
BR
$24.4B
$18K ﹤0.01%
100
EVRG icon
547
Evergy
EVRG
$17.5B
$18K ﹤0.01%
+269
IBKR icon
548
Interactive Brokers
IBKR
$31.7B
$18K ﹤0.01%
+904
MGM icon
549
MGM Resorts International
MGM
$9.09B
$18K ﹤0.01%
400
SFNC icon
550
Simmons First National
SFNC
$2.79B
$18K ﹤0.01%
599