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
$330M
AUM Growth
-$2.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.83M
3
+$2.76M
4
LAD icon
Lithia Motors
LAD
+$2.1M
5
MGM icon
MGM Resorts International
MGM
+$1.34M

Top Sells

1
+$9.95M
2
+$4.95M
3
+$3.24M
4
DAL icon
Delta Air Lines
DAL
+$1.35M
5
MDT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$127K 0.04%
2,650
127
$126K 0.04%
1,067
128
$121K 0.04%
3,104
129
$120K 0.04%
3,662
+135
130
$119K 0.04%
950
131
$119K 0.04%
2,470
132
$114K 0.03%
2,900
133
$112K 0.03%
1,800
-20,000
134
$109K 0.03%
1,601
+838
135
$108K 0.03%
5,109
136
$105K 0.03%
577
137
$103K 0.03%
6,521
138
$103K 0.03%
871
139
$103K 0.03%
1,013
140
$100K 0.03%
6,000
141
$97K 0.03%
2,500
-235
142
$96K 0.03%
1,044
143
$95K 0.03%
949
144
$95K 0.03%
1,000
145
$94K 0.03%
2,354
146
$94K 0.03%
1,336
147
$92K 0.03%
570
148
$88K 0.03%
991
-60
149
$88K 0.03%
+2,128
150
$85K 0.03%
652
4 5
6
7 8