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
101
$721K 0.13%
65,500
102
$691K 0.13%
11,477
-2,823
103
$650K 0.12%
14,760
-213
104
$641K 0.12%
5,535
105
$598K 0.11%
2,056
-136
106
$526K 0.1%
20,734
-66
107
$515K 0.1%
17,488
+100
108
$512K 0.1%
7,641
109
$510K 0.1%
12,172
110
$509K 0.09%
9,600
111
$507K 0.09%
40,660
112
$493K 0.09%
9,231
-200
113
$492K 0.09%
4,000
114
$452K 0.08%
3,976
-915
115
$452K 0.08%
5,656
+40
116
$445K 0.08%
8,430
117
$441K 0.08%
5,192
118
$437K 0.08%
2,658
-100
119
$424K 0.08%
19,045
-1,190
120
$422K 0.08%
2,502
121
$413K 0.08%
10,583
122
$411K 0.08%
8,281
123
$405K 0.08%
15,950
124
$403K 0.08%
10,426
125
$369K 0.07%
12,900
-2,405
3 4
5
6 7