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
$1.01B
AUM Growth
+$71.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$6.62M
3
+$5.58M
4
IQV icon
IQVIA
IQV
+$5.53M
5
NWL icon
Newell Brands
NWL
+$3.06M

Top Sells

1
+$9.73M
2
+$8.81M
3
+$5.19M
4
CAG icon
Conagra Brands
CAG
+$4.93M
5
LDOS icon
Leidos
LDOS
+$4.15M

Sector Composition

1 Technology 18.2%
2 Financials 12.51%
3 Industrials 10.21%
4 Consumer Discretionary 9.89%
5 Healthcare 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.62M 0.65%
+2,843
52
$6.5M 0.64%
62,054
+2,085
53
$6.35M 0.63%
121,990
+19,955
54
$5.95M 0.59%
240,469
-841
55
$5.94M 0.58%
15,955
+15,001
56
$5.93M 0.58%
42,099
+987
57
$5.83M 0.57%
25,572
+4,677
58
$5.56M 0.55%
252,514
-21,456
59
$5.37M 0.53%
55,815
-43,107
60
$5.34M 0.53%
39,442
+6,279
61
$5.02M 0.49%
64,668
+16,509
62
$4.63M 0.46%
285,053
+35,000
63
$4.61M 0.45%
100,670
+13,372
64
$4.43M 0.44%
124,680
-3,600
65
$4.03M 0.4%
18,111
+555
66
$3.86M 0.38%
10
67
$3.72M 0.37%
139,008
+114,309
68
$3.62M 0.36%
70,661
-7,222
69
$3.62M 0.36%
35,040
+1,460
70
$3.48M 0.34%
13,631
-1,053
71
$3.44M 0.34%
33,998
-10,060
72
$3.42M 0.34%
64,929
-1,278
73
$3.33M 0.33%
65,472
+8,368
74
$3.27M 0.32%
196,725
-68,326
75
$2.85M 0.28%
8,935
+63
1 2
3
4 5