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
$370M
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$6.57M
2
+$6.23M
3
+$5.44M
4
DIS icon
Walt Disney
DIS
+$5.16M
5
BA icon
Boeing
BA
+$3.56M

Top Sells

1
+$4.42M
2
+$3.19M
3
+$2.89M
4
LAD icon
Lithia Motors
LAD
+$2.1M
5
PARA
Paramount Global Class B
PARA
+$1.95M

Sector Composition

1 Energy 12.22%
2 Industrials 11.74%
3 Healthcare 9.85%
4 Consumer Staples 9.72%
5 Communication Services 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$279K 0.08%
4,000
102
$277K 0.07%
9,402
-19,373
103
$247K 0.07%
1,195
-712
104
$227K 0.06%
2,717
105
$226K 0.06%
2,017
106
$222K 0.06%
+8,760
107
$215K 0.06%
7,512
108
$213K 0.06%
5,453
+4,523
109
$208K 0.06%
2,056
+1,669
110
$208K 0.06%
11,169
111
$198K 0.05%
7,000
112
$193K 0.05%
2,024
113
$190K 0.05%
4,779
+1,675
114
$190K 0.05%
3,080
115
$187K 0.05%
903
+1
116
$183K 0.05%
3,231
-130
117
$181K 0.05%
4,000
118
$180K 0.05%
1,034
+464
119
$179K 0.05%
3,000
120
$175K 0.05%
+5,719
121
$170K 0.05%
3,460
-100
122
$169K 0.05%
1,484
-1,391
123
$168K 0.05%
2,542
124
$165K 0.04%
1,000
-1,000
125
$161K 0.04%
1,139
+189
3 4
5
6 7