KPCM
Kings Point Capital Management Portfolio holdings
AUM
$1.15B
This Quarter Return
+1.62%
1 Year Return
+14.71%
3 Year Return
+79.91%
5 Year Return
+128.41%
10 Year Return
–
AUM
$330M
AUM Growth
+$330M
(-0.72%)
Cap. Flow
-$2.45M
Cap. Flow
% of AUM
-0.74%
Top 10 Holdings %
Top 10 Hldgs %
30.63%
Holding
339
New
16
Increased
60
Reduced
42
Closed
26
Top Buys
| 1 |
Enterprise Products Partners
EPD
|
$3.81M |
| 2 |
Perrigo
PRGO
|
$2.92M |
| 3 |
Boeing
BA
|
$2.83M |
| 4 |
PARA
Paramount Global Class B
PARA
|
$2.76M |
| 5 |
Lithia Motors
LAD
|
$2.1M |
Top Sells
| 1 |
HSH
HILLSHIRE BRANDS CO
HSH
|
$9.95M |
| 2 |
Groupon
GRPN
|
$4.95M |
| 3 |
JAH
JARDEN CORPORATION
JAH
|
$3.24M |
| 4 |
Delta Air Lines
DAL
|
$1.36M |
| 5 |
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% |
