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
$537M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$3.05M
3
+$2.77M
4
DXC icon
DXC Technology
DXC
+$2.15M
5
MDT icon
Medtronic
MDT
+$2.06M

Top Sells

1
+$5.44M
2
+$4.76M
3
+$4.05M
4
PM icon
Philip Morris
PM
+$3.59M
5
IRM icon
Iron Mountain
IRM
+$3.1M

Sector Composition

1 Financials 14.51%
2 Technology 13.67%
3 Industrials 13.22%
4 Healthcare 12.27%
5 Energy 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.24M 0.79%
122,321
52
$3.86M 0.72%
95,840
+3,670
53
$3.8M 0.71%
116,342
54
$3.62M 0.68%
35,666
-1,160
55
$3.51M 0.65%
27,491
+5,073
56
$3.38M 0.63%
39,941
+1,508
57
$3.31M 0.62%
71,053
-6,288
58
$3.29M 0.61%
+39,543
59
$3.26M 0.61%
33,002
+30,902
60
$3.22M 0.6%
19,274
+2,710
61
$3.22M 0.6%
70,563
+394
62
$3.2M 0.6%
10
63
$2.99M 0.56%
64,676
64
$2.62M 0.49%
110,218
+163
65
$2.54M 0.47%
31,155
-44,047
66
$2.4M 0.45%
11,209
+1,861
67
$2.33M 0.43%
131,262
-1,734
68
$2.23M 0.42%
82,215
+61,485
69
$2.16M 0.4%
45,702
-5
70
$2.15M 0.4%
18,171
-4,325
71
$2.14M 0.4%
25,628
72
$2.08M 0.39%
34,532
73
$2.06M 0.38%
+20,969
74
$1.99M 0.37%
37,308
-1,880
75
$1.99M 0.37%
85,931
+13,089
1 2
3
4 5