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
$537M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$3.05M
3
+$2.77M
4
DXC icon
DXC Technology
DXC
+$2.15M
5
MDT icon
Medtronic
MDT
+$2.06M

Top Sells

1
+$5.44M
2
+$4.76M
3
+$4.05M
4
PM icon
Philip Morris
PM
+$3.59M
5
IRM icon
Iron Mountain
IRM
+$3.1M

Sector Composition

1 Financials 14.51%
2 Technology 13.67%
3 Industrials 13.22%
4 Healthcare 12.27%
5 Energy 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$360K 0.07%
1,231
+5
127
$348K 0.06%
5,139
128
$347K 0.06%
9,807
+117
129
$344K 0.06%
1,661
-12
130
$343K 0.06%
2,774
-5,981
131
$322K 0.06%
14,478
132
$290K 0.05%
1,645
133
$287K 0.05%
3,592
134
$280K 0.05%
17,593
135
$276K 0.05%
9,360
-2,035
136
$263K 0.05%
+2,380
137
$253K 0.05%
3,727
138
$241K 0.04%
3,611
-400
139
$239K 0.04%
6,449
+35
140
$215K 0.04%
4,276
+2,000
141
$215K 0.04%
2,400
142
$212K 0.04%
3,000
143
$211K 0.04%
6,340
144
$198K 0.04%
7,535
145
$194K 0.04%
2,542
146
$192K 0.04%
12,064
147
$191K 0.04%
1,919
148
$185K 0.03%
870
149
$184K 0.03%
2,969
150
$183K 0.03%
687
4 5
6
7 8