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
$330M
AUM Growth
-$2.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.83M
3
+$2.76M
4
LAD icon
Lithia Motors
LAD
+$2.1M
5
MGM icon
MGM Resorts International
MGM
+$1.34M

Top Sells

1
+$9.95M
2
+$4.95M
3
+$3.24M
4
DAL icon
Delta Air Lines
DAL
+$1.35M
5
MDT icon
Medtronic
MDT
+$1.24M

Sector Composition

1 Energy 13.98%
2 Industrials 10.45%
3 Healthcare 10.09%
4 Consumer Discretionary 9.47%
5 Technology 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.44M 0.44%
17,176
-490
52
$1.34M 0.4%
14,400
-11
53
$1.29M 0.39%
9,500
54
$1.17M 0.35%
10,965
-300
55
$1.13M 0.34%
12,387
+3,898
56
$1.03M 0.31%
7,449
+6
57
$1.03M 0.31%
96,300
+90,000
58
$935K 0.28%
21,146
+800
59
$906K 0.27%
7,475
+2,515
60
$859K 0.26%
28,775
-25,347
61
$848K 0.26%
10,590
+1,773
62
$848K 0.26%
20,800
+4,901
63
$814K 0.25%
10,300
+10,000
64
$736K 0.22%
+24,810
65
$730K 0.22%
14,478
+400
66
$709K 0.21%
19,335
+10,318
67
$688K 0.21%
7,315
-100
68
$659K 0.2%
24,508
69
$655K 0.2%
34,100
-10,900
70
$635K 0.19%
11,265
+500
71
$598K 0.18%
10,807
72
$595K 0.18%
5,882
+2,870
73
$577K 0.17%
16,058
74
$576K 0.17%
10,181
+419
75
$571K 0.17%
4,653
+46
1 2
3
4 5