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
76
$2.38M 0.23%
45,786
+6,593
77
$2.36M 0.23%
7,718
-20
78
$2.33M 0.23%
31,004
-129,299
79
$2.21M 0.22%
21,900
80
$2.15M 0.21%
24,253
-587
81
$2.08M 0.2%
270,846
-49,604
82
$1.93M 0.19%
17,480
-40
83
$1.91M 0.19%
23,376
+5,545
84
$1.87M 0.18%
94,500
85
$1.82M 0.18%
3,829
-748
86
$1.8M 0.18%
10,506
87
$1.75M 0.17%
42,763
88
$1.74M 0.17%
10,556
+95
89
$1.61M 0.16%
16,405
90
$1.58M 0.16%
14,546
+429
91
$1.57M 0.16%
26,910
-1,043
92
$1.39M 0.14%
70,848
93
$1.36M 0.13%
26,589
-3,147
94
$1.36M 0.13%
23,313
+2,682
95
$1.33M 0.13%
6,275
-3,280
96
$1.32M 0.13%
5,972
-9
97
$1.24M 0.12%
20,409
98
$1.19M 0.12%
4,419
+102
99
$1.16M 0.11%
6,583
100
$1.15M 0.11%
18,400
2 3
4
5 6