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
126
$159K 0.04%
3,516
-346
127
$158K 0.04%
1,992
128
$155K 0.04%
1,836
+500
129
$153K 0.04%
1,749
-10,638
130
$147K 0.04%
1,067
131
$145K 0.04%
1,294
+294
132
$144K 0.04%
1,000
133
$144K 0.04%
1,809
134
$141K 0.04%
17,600
135
$138K 0.04%
4,600
136
$131K 0.04%
35,000
137
$128K 0.03%
1,600
-2,566
138
$128K 0.03%
6,000
139
$127K 0.03%
1,488
+475
140
$125K 0.03%
3,662
141
$118K 0.03%
2,650
142
$115K 0.03%
9,781
143
$113K 0.03%
1,605
+4
144
$112K 0.03%
1,187
-932
145
$112K 0.03%
2,000
146
$111K 0.03%
1,974
+474
147
$111K 0.03%
3,917
148
$110K 0.03%
+2,600
149
$110K 0.03%
+1,524
150
$105K 0.03%
2,900
4 5
6
7 8