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
$476M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$3.09M
3
+$1.86M
4
CVX icon
Chevron
CVX
+$1.36M
5
NTRS icon
Northern Trust
NTRS
+$1.26M

Top Sells

1
+$3.98M
2
+$3.13M
3
+$1.67M
4
XOM icon
Exxon Mobil
XOM
+$1.6M
5
CVS icon
CVS Health
CVS
+$1.18M

Sector Composition

1 Industrials 13.79%
2 Financials 12.89%
3 Technology 11.06%
4 Healthcare 10.51%
5 Consumer Staples 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$319K 0.07%
1,854
-532
127
$286K 0.06%
5,323
-58,165
128
$282K 0.06%
1,486
-350
129
$281K 0.06%
3,450
-2,650
130
$278K 0.06%
3,301
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131
$278K 0.06%
1,035
+324
132
$278K 0.06%
4,305
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133
$276K 0.06%
7,258
+3,718
134
$273K 0.06%
11,729
135
$271K 0.06%
1,658
136
$267K 0.06%
9,103
-7,444
137
$241K 0.05%
6,340
-1,560
138
$233K 0.05%
5,300
139
$216K 0.05%
2,542
140
$214K 0.05%
11,949
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141
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142
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143
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144
$197K 0.04%
7,535
145
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2,345
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146
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3,540
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147
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2,699
148
$190K 0.04%
+3,650
149
$189K 0.04%
1,919
150
$189K 0.04%
3,185
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4 5
6
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