KPCM
Kings Point Capital Management Portfolio holdings
AUM
$1.15B
1-Year Est. Return
14.8%
This Fund
S&P 500
1 Year Est. Return
+14.8%
AUM
$1.15B
AUM Growth
-$69.8M
(-5.7%)
Holding
653
Top Buys
| 1 | +$15.7M | |
| 2 | +$15.4M | |
| 3 | +$4.91M | |
| 4 |
Qualcomm
QCOM
|
+$2.3M |
| 5 |
PayPal
PYPL
|
+$1.53M |
Top Sells
| 1 | +$12.2M | |
| 2 | +$8.23M | |
| 3 | +$7.44M | |
| 4 |
Brookfield Infrastructure Partners
BIP
|
+$4.72M |
| 5 |
Thermo Fisher Scientific
TMO
|
+$3.66M |
Sector Composition
| 1 | Technology | 17.91% |
| 2 | Financials | 14.58% |
| 3 | Healthcare | 10.25% |
| 4 | Consumer Discretionary | 9.9% |
| 5 | Industrials | 8.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
651
Pinnacle West Capital
PNW
$12.4B
| – | – |
-186
|
|
||
652
Pool Corp
POOL
$7.96B
| – | – |
-66
|
|
||
653
Roper Technologies
ROP
$37.8B
| – | – |
-40
|
|