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
$537M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$3.05M
3
+$2.77M
4
DXC icon
DXC Technology
DXC
+$2.15M
5
MDT icon
Medtronic
MDT
+$2.06M

Top Sells

1
+$5.44M
2
+$4.76M
3
+$4.05M
4
PM icon
Philip Morris
PM
+$3.59M
5
IRM icon
Iron Mountain
IRM
+$3.1M

Sector Composition

1 Financials 14.51%
2 Technology 13.67%
3 Industrials 13.22%
4 Healthcare 12.27%
5 Energy 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.87M 0.35%
5,097
+4
77
$1.62M 0.3%
+42,763
78
$1.55M 0.29%
10,301
+1,106
79
$1.51M 0.28%
26,797
+137
80
$1.48M 0.28%
36,147
-3,265
81
$1.46M 0.27%
+19,649
82
$1.41M 0.26%
32,777
+885
83
$1.4M 0.26%
75,984
84
$1.39M 0.26%
7,465
-212
85
$1.34M 0.25%
17,229
86
$1.34M 0.25%
+69,156
87
$1.28M 0.24%
29,784
88
$1.25M 0.23%
20,920
-440
89
$1.23M 0.23%
16,637
-800
90
$1.14M 0.21%
16,802
-225
91
$1.11M 0.21%
13,390
-101
92
$1.1M 0.21%
25,493
+164
93
$986K 0.18%
55,250
-2,264
94
$984K 0.18%
35,847
+3
95
$919K 0.17%
710
-15
96
$848K 0.16%
52,493
+6,393
97
$791K 0.15%
6,100
-41,953
98
$780K 0.15%
17,616
99
$769K 0.14%
24,326
100
$738K 0.14%
12,672
2 3
4
5 6