KPCM
Kings Point Capital Management Portfolio holdings
AUM
$1.15B
1-Year Est. Return
14.71%
1 Year Est. Return
+14.71%
AUM
$1.22B
AUM Growth
+$96.3M
(+8.6%)
Holding
651
Top Buys
| 1 | +$13.9M | |
| 2 | +$13.3M | |
| 3 | +$7.49M | |
| 4 |
Booking.com
BKNG
|
+$7.04M |
| 5 |
UnitedHealth
UNH
|
+$6.76M |
Top Sells
| 1 | +$10M | |
| 2 | +$9.89M | |
| 3 | +$9.75M | |
| 4 |
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 | |
|---|---|---|---|---|---|---|
651
UiPath
PATH
$8.46B
| – | – |
0
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