KPCM
Kings Point Capital Management Portfolio holdings
AUM
$1.15B
This Quarter Return
+14.32%
1 Year Return
+14.71%
3 Year Return
+79.91%
5 Year Return
+128.41%
10 Year Return
–
AUM
$503M
AUM Growth
+$503M
(+12%)
Cap. Flow
-$3.67M
Cap. Flow
% of AUM
-0.73%
Top 10 Holdings %
Top 10 Hldgs %
25.64%
Holding
367
New
18
Increased
63
Reduced
90
Closed
12
Top Buys
| 1 |
Comcast
CMCSA
|
$4.54M |
| 2 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$2.8M |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
$1.51M |
| 4 |
INDT
INDUS Realty Trust, Inc. (MD) Common Stock
INDT
|
$1.49M |
| 5 |
Apple
AAPL
|
$940K |
Top Sells
| 1 |
Amgen
AMGN
|
$5M |
| 2 |
Illinois Tool Works
ITW
|
$4.3M |
| 3 |
Newell Brands
NWL
|
$3.44M |
| 4 |
Vanguard FTSE Europe ETF
VGK
|
$1.05M |
| 5 |
Cadence Bank
CADE
|
$715K |
Sector Composition
| 1 | Financials | 14.1% |
| 2 | Technology | 13.92% |
| 3 | Industrials | 12.84% |
| 4 | Healthcare | 11.36% |
| 5 | Consumer Discretionary | 7.45% |
