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
KHC icon
526
Kraft Heinz
KHC
$30.3B
$20K ﹤0.01%
+557
LDOS icon
527
Leidos
LDOS
$24.8B
$20K ﹤0.01%
221
OCGN icon
528
Ocugen
OCGN
$490M
$20K ﹤0.01%
4,300
ROP icon
529
Roper Technologies
ROP
$55.4B
$20K ﹤0.01%
+40
TYL icon
530
Tyler Technologies
TYL
$22.4B
$20K ﹤0.01%
+37
UGI icon
531
UGI
UGI
$7.21B
$20K ﹤0.01%
433
SPLK
532
DELISTED
Splunk Inc
SPLK
$20K ﹤0.01%
171
FRC
533
DELISTED
First Republic Bank
FRC
$20K ﹤0.01%
+99
ADM icon
534
Archer Daniels Midland
ADM
$29.7B
$19K ﹤0.01%
+288
DCI icon
535
Donaldson
DCI
$9.7B
$19K ﹤0.01%
316
EGO icon
536
Eldorado Gold
EGO
$5.23B
$19K ﹤0.01%
2,000
ILMN icon
537
Illumina
ILMN
$15.2B
$19K ﹤0.01%
51
KWEB icon
538
KraneShares CSI China Internet ETF
KWEB
$9.18B
$19K ﹤0.01%
524
LCID icon
539
Lucid Motors
LCID
$6.05B
$19K ﹤0.01%
50
MAS icon
540
Masco
MAS
$14.7B
$19K ﹤0.01%
+273
PSX icon
541
Phillips 66
PSX
$52B
$19K ﹤0.01%
261
+2
SYF icon
542
Synchrony
SYF
$26.6B
$19K ﹤0.01%
400
UPWK icon
543
Upwork
UPWK
$2.21B
$19K ﹤0.01%
563
+10
VIS icon
544
Vanguard Industrials ETF
VIS
$6.36B
$19K ﹤0.01%
+94
JPS
545
DELISTED
Nuveen Preferred & Income Securities Fund
JPS
$19K ﹤0.01%
2,000
AKAM icon
546
Akamai
AKAM
$10.9B
$18K ﹤0.01%
156
BKR icon
547
Baker Hughes
BKR
$46.1B
$18K ﹤0.01%
+763
BR icon
548
Broadridge
BR
$27.1B
$18K ﹤0.01%
100
EVRG icon
549
Evergy
EVRG
$18B
$18K ﹤0.01%
+269
IBKR icon
550
Interactive Brokers
IBKR
$29.5B
$18K ﹤0.01%
+904