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
$370M
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$6.57M
2
+$6.23M
3
+$5.44M
4
DIS icon
Walt Disney
DIS
+$5.16M
5
BA icon
Boeing
BA
+$3.56M

Top Sells

1
+$4.42M
2
+$3.19M
3
+$2.89M
4
LAD icon
Lithia Motors
LAD
+$2.1M
5
PARA
Paramount Global Class B
PARA
+$1.95M

Sector Composition

1 Energy 12.22%
2 Industrials 11.74%
3 Healthcare 9.85%
4 Consumer Staples 9.72%
5 Communication Services 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.79M 0.48%
16,880
+10,998
52
$1.78M 0.48%
32,563
-761
53
$1.71M 0.46%
29,040
+74
54
$1.71M 0.46%
+28,124
55
$1.68M 0.45%
66,024
-1,448
56
$1.49M 0.4%
23,749
+12,484
57
$1.43M 0.39%
35,680
+35,426
58
$1.18M 0.32%
11,248
+283
59
$1.12M 0.3%
24,245
+3,099
60
$1.11M 0.3%
7,429
-20
61
$1.06M 0.29%
29,279
+28,729
62
$1.06M 0.29%
+47,190
63
$1.06M 0.29%
7,700
-1,800
64
$979K 0.26%
7,640
+165
65
$907K 0.24%
23,424
+4,089
66
$872K 0.24%
38,376
+4,276
67
$863K 0.23%
15,934
+5,753
68
$840K 0.23%
15,742
+1,264
69
$782K 0.21%
74,022
+36,740
70
$768K 0.21%
35,920
-48,869
71
$764K 0.21%
+25,482
72
$762K 0.21%
26,256
+1,748
73
$702K 0.19%
7,591
+276
74
$680K 0.18%
11,368
+6,142
75
$671K 0.18%
5,538
+885
1 2
3
4 5