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
$370M
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$6.57M
2
+$6.23M
3
+$5.44M
4
DIS icon
Walt Disney
DIS
+$5.16M
5
BA icon
Boeing
BA
+$3.56M

Top Sells

1
+$4.42M
2
+$3.19M
3
+$2.89M
4
LAD icon
Lithia Motors
LAD
+$2.1M
5
PARA
Paramount Global Class B
PARA
+$1.95M

Sector Composition

1 Energy 12.22%
2 Industrials 11.74%
3 Healthcare 9.85%
4 Consumer Staples 9.72%
5 Communication Services 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$662K 0.18%
+28,498
77
$563K 0.15%
97,910
+9,365
78
$553K 0.15%
5,352
+132
79
$550K 0.15%
8,783
+2,238
80
$545K 0.15%
+19,594
81
$524K 0.14%
4,539
+418
82
$501K 0.14%
15,831
-227
83
$495K 0.13%
+12,692
84
$487K 0.13%
10,827
+20
85
$485K 0.13%
10,441
+3,421
86
$467K 0.13%
5,654
87
$433K 0.12%
10,019
-1,292
88
$375K 0.1%
14,239
+3,088
89
$367K 0.1%
6,775
+500
90
$360K 0.1%
9,432
91
$360K 0.1%
1,753
+209
92
$336K 0.09%
3,148
+148
93
$334K 0.09%
11,525
+2,755
94
$331K 0.09%
2,763
-1,609
95
$326K 0.09%
5,531
+506
96
$326K 0.09%
10,260
-740
97
$321K 0.09%
+1,737
98
$310K 0.08%
7,724
99
$306K 0.08%
2,617
+1,099
100
$281K 0.08%
2,680
2 3
4
5 6