KPCM
Kings Point Capital Management Portfolio holdings
AUM
$1.15B
This Quarter Return
+5.96%
1 Year Return
+14.71%
3 Year Return
+79.91%
5 Year Return
+128.41%
10 Year Return
–
AUM
$427M
AUM Growth
+$427M
(+5.3%)
Cap. Flow
+$1.3M
Cap. Flow
% of AUM
0.3%
Top 10 Holdings %
Top 10 Hldgs %
23.56%
Holding
361
New
57
Increased
71
Reduced
64
Closed
11
Top Buys
| 1 |
Intercontinental Exchange
ICE
|
$5.01M |
| 2 |
Intel
INTC
|
$4.62M |
| 3 |
DuPont de Nemours
DD
|
$4.27M |
| 4 |
Johnson & Johnson
JNJ
|
$3.56M |
| 5 |
Illinois Tool Works
ITW
|
$2.93M |
Top Sells
| 1 |
GE Aerospace
GE
|
$5.11M |
| 2 |
West Pharmaceutical
WST
|
$4.59M |
| 3 |
PARA
Paramount Global Class B
PARA
|
$4.19M |
| 4 |
Goldman Sachs
GS
|
$3.87M |
| 5 |
Bristol-Myers Squibb
BMY
|
$3.67M |
Sector Composition
| 1 | Industrials | 14.63% |
| 2 | Consumer Staples | 10.9% |
| 3 | Financials | 10.88% |
| 4 | Healthcare | 10.5% |
| 5 | Technology | 9.01% |
