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
101
$246K 0.07%
2,680
102
$243K 0.07%
2,910
103
$241K 0.07%
2,017
104
$240K 0.07%
8,770
+185
105
$226K 0.07%
2,119
+1,219
106
$203K 0.06%
2,717
-83
107
$200K 0.06%
7,000
108
$197K 0.06%
35,000
109
$193K 0.06%
3,080
110
$191K 0.06%
7,512
-1,575
111
$185K 0.06%
2,024
112
$181K 0.05%
1,992
113
$179K 0.05%
3,361
114
$176K 0.05%
902
+111
115
$167K 0.05%
4,600
116
$163K 0.05%
3,862
117
$163K 0.05%
1,518
+498
118
$155K 0.05%
3,000
119
$155K 0.05%
3,560
-125
120
$152K 0.05%
4,000
121
$147K 0.04%
3,917
122
$144K 0.04%
2,542
123
$134K 0.04%
1,809
124
$132K 0.04%
1,000
125
$129K 0.04%
8,800
3 4
5
6 7