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
$476M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$3.09M
3
+$1.86M
4
CVX icon
Chevron
CVX
+$1.36M
5
NTRS icon
Northern Trust
NTRS
+$1.26M

Top Sells

1
+$3.98M
2
+$3.13M
3
+$1.67M
4
XOM icon
Exxon Mobil
XOM
+$1.6M
5
CVS icon
CVS Health
CVS
+$1.18M

Sector Composition

1 Industrials 13.79%
2 Financials 12.89%
3 Technology 11.06%
4 Healthcare 10.51%
5 Consumer Staples 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.01M 0.84%
113,156
+4,156
52
$4M 0.84%
48,737
+7,565
53
$3.88M 0.82%
38,225
-4,162
54
$3.47M 0.73%
129,935
+2,329
55
$3.44M 0.72%
+33,202
56
$3.09M 0.65%
81,360
+16,920
57
$3.07M 0.65%
81,417
+9,351
58
$3.07M 0.64%
17,637
+1,653
59
$3.04M 0.64%
66,296
-1,802
60
$2.69M 0.57%
51,682
-433
61
$2.68M 0.56%
9
62
$2.41M 0.51%
44,641
-10,117
63
$2.07M 0.44%
42,763
64
$2.03M 0.43%
28,096
+1,000
65
$1.97M 0.41%
25,628
66
$1.95M 0.41%
84,398
+12,641
67
$1.89M 0.4%
30,232
+29,766
68
$1.71M 0.36%
21,619
-3,847
69
$1.63M 0.34%
14,262
+2,785
70
$1.62M 0.34%
34,339
+3,999
71
$1.59M 0.33%
75,984
72
$1.58M 0.33%
87,404
-51,898
73
$1.55M 0.33%
39,905
+4,041
74
$1.5M 0.31%
4,336
+345
75
$1.49M 0.31%
7,516
+30
1 2
3
4 5