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
$330M
AUM Growth
-$2.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.83M
3
+$2.76M
4
LAD icon
Lithia Motors
LAD
+$2.1M
5
MGM icon
MGM Resorts International
MGM
+$1.34M

Top Sells

1
+$9.95M
2
+$4.95M
3
+$3.24M
4
DAL icon
Delta Air Lines
DAL
+$1.35M
5
MDT icon
Medtronic
MDT
+$1.24M

Sector Composition

1 Energy 13.98%
2 Industrials 10.45%
3 Healthcare 10.09%
4 Consumer Discretionary 9.47%
5 Technology 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$516K 0.16%
5,220
+50
77
$483K 0.15%
11,311
+179
78
$478K 0.14%
4,372
+2,409
79
$476K 0.14%
5,654
80
$425K 0.13%
4,121
+365
81
$411K 0.12%
+22,000
82
$398K 0.12%
11,000
83
$398K 0.12%
88,545
+3,032
84
$394K 0.12%
6,545
-800
85
$385K 0.12%
9,432
86
$378K 0.11%
1,907
+1,583
87
$374K 0.11%
37,282
+31,872
88
$369K 0.11%
+5,226
89
$334K 0.1%
2,875
90
$325K 0.1%
6,275
+275
91
$325K 0.1%
11,151
92
$325K 0.1%
7,020
93
$316K 0.1%
+4,166
94
$304K 0.09%
1,544
-58
95
$289K 0.09%
3,000
96
$289K 0.09%
4,000
97
$279K 0.08%
7,724
98
$267K 0.08%
2,000
-37,111
99
$257K 0.08%
5,025
100
$249K 0.08%
11,169
2 3
4
5 6