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
$565M
AUM Growth
-$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$3.87M
3
+$3.71M
4
QCOM icon
Qualcomm
QCOM
+$3.54M
5
LDOS icon
Leidos
LDOS
+$3.4M

Top Sells

1
+$7.28M
2
+$3.73M
3
+$2.89M
4
NTRS icon
Northern Trust
NTRS
+$2.32M
5
MPLX icon
MPLX
MPLX
+$1.15M

Sector Composition

1 Technology 18.64%
2 Healthcare 11.68%
3 Industrials 11.02%
4 Financials 10.73%
5 Communication Services 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.08M 0.72%
285,601
-7,499
52
$3.87M 0.68%
+41,510
53
$3.67M 0.65%
124,998
+19,717
54
$3.59M 0.63%
53,026
+52,376
55
$3.49M 0.61%
49,312
-13,268
56
$3.26M 0.57%
12
-1
57
$3.01M 0.53%
75,287
+2,637
58
$2.9M 0.51%
65,508
+325
59
$2.65M 0.47%
92,075
-12,565
60
$2.63M 0.46%
189,066
+15,778
61
$2.6M 0.46%
18,127
+1,063
62
$2.59M 0.46%
14,163
+215
63
$2.59M 0.46%
107,820
-3,337
64
$2.54M 0.45%
248,164
-14,757
65
$2.44M 0.43%
73,741
-2,218
66
$2.27M 0.4%
250,053
+84,000
67
$2.17M 0.38%
29,693
-631
68
$1.78M 0.31%
387,369
-26,645
69
$1.73M 0.3%
29,740
+5,300
70
$1.73M 0.3%
9,064
+113
71
$1.58M 0.28%
14,391
-1,241
72
$1.47M 0.26%
9,127
+697
73
$1.47M 0.26%
94,500
-21,000
74
$1.43M 0.25%
42,473
-376
75
$1.41M 0.25%
5,462
+164
1 2
3
4 5