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
$565M
AUM Growth
-$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$3.87M
3
+$3.71M
4
QCOM icon
Qualcomm
QCOM
+$3.54M
5
LDOS icon
Leidos
LDOS
+$3.4M

Top Sells

1
+$7.28M
2
+$3.73M
3
+$2.89M
4
NTRS icon
Northern Trust
NTRS
+$2.32M
5
MPLX icon
MPLX
MPLX
+$1.15M

Sector Composition

1 Technology 18.64%
2 Healthcare 11.68%
3 Industrials 11.02%
4 Financials 10.73%
5 Communication Services 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$565K 0.1%
7,156
+48
102
$563K 0.1%
71,560
-712
103
$560K 0.1%
3,835
+1
104
$549K 0.1%
4,807
-180
105
$548K 0.1%
2,119
-310
106
$541K 0.1%
6,538
+400
107
$537K 0.09%
7,821
108
$521K 0.09%
12,110
+8,250
109
$515K 0.09%
12,350
+1,160
110
$504K 0.09%
19,678
-400
111
$501K 0.09%
3,915
112
$490K 0.09%
6,055
+900
113
$459K 0.08%
8,435
-1,316
114
$455K 0.08%
2,245
+100
115
$427K 0.08%
1,137
+504
116
$426K 0.08%
2,795
117
$412K 0.07%
30,991
-1,657
118
$409K 0.07%
23,785
-4,988
119
$374K 0.07%
3,882
-1,316
120
$371K 0.07%
3,496
+261
121
$355K 0.06%
16,739
+1,926
122
$348K 0.06%
38,494
-2,612
123
$343K 0.06%
7,696
-4,976
124
$325K 0.06%
13,335
-858
125
$318K 0.06%
2,597
-133
3 4
5
6 7