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
$548M
AUM Growth
+$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$3.69M
3
+$3.23M
4
LDOS icon
Leidos
LDOS
+$3.18M
5
NEE icon
NextEra Energy
NEE
+$3.15M

Top Sells

1
+$5.17M
2
+$3.94M
3
+$3.93M
4
NKE icon
Nike
NKE
+$3.03M
5
EOG icon
EOG Resources
EOG
+$2.5M

Sector Composition

1 Technology 14.22%
2 Industrials 13.41%
3 Financials 12.96%
4 Healthcare 11.35%
5 Consumer Discretionary 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.03M 0.74%
27,854
+1,035
52
$3.89M 0.71%
45,283
-45,783
53
$3.74M 0.68%
147,725
+127,710
54
$3.59M 0.66%
111,469
+6,696
55
$3.55M 0.65%
75,407
-34
56
$3.54M 0.65%
69,536
+2,740
57
$3.53M 0.64%
40,329
+975
58
$3.18M 0.58%
+39,792
59
$2.95M 0.54%
32,825
+2,862
60
$2.91M 0.53%
139,199
+9,586
61
$2.79M 0.51%
13,068
+648
62
$2.62M 0.48%
102,658
+3,157
63
$2.47M 0.45%
53,490
-452
64
$2.43M 0.44%
12,348
+12,221
65
$2.27M 0.41%
85,614
+83,564
66
$2.27M 0.41%
28,844
-2,961
67
$2.26M 0.41%
47,962
+8,057
68
$1.88M 0.34%
25,350
69
$1.7M 0.31%
4,804
+167
70
$1.69M 0.31%
39,607
+17
71
$1.67M 0.3%
10,097
+210
72
$1.54M 0.28%
32,578
-2,816
73
$1.53M 0.28%
8,179
+875
74
$1.5M 0.27%
18,195
-112
75
$1.44M 0.26%
13,140
+982
1 2
3
4 5