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
$548M
AUM Growth
+$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$3.69M
3
+$3.23M
4
LDOS icon
Leidos
LDOS
+$3.18M
5
NEE icon
NextEra Energy
NEE
+$3.15M

Top Sells

1
+$5.17M
2
+$3.94M
3
+$3.93M
4
NKE icon
Nike
NKE
+$3.03M
5
EOG icon
EOG Resources
EOG
+$2.5M

Sector Composition

1 Technology 14.22%
2 Industrials 13.41%
3 Financials 12.96%
4 Healthcare 11.35%
5 Consumer Discretionary 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$332K 0.06%
19,468
+1,875
127
$331K 0.06%
7,563
+199
128
$327K 0.06%
1,012
+800
129
$327K 0.06%
1,643
130
$324K 0.06%
5,799
+143
131
$301K 0.06%
3,020
+1,001
132
$294K 0.05%
5,320
+2,860
133
$293K 0.05%
15,950
134
$287K 0.05%
9,362
135
$261K 0.05%
2,972
+430
136
$258K 0.05%
6,189
-75
137
$241K 0.04%
7,535
138
$238K 0.04%
1,291
+46
139
$234K 0.04%
6,062
140
$224K 0.04%
1,135
+60
141
$221K 0.04%
+5,988
142
$209K 0.04%
4,605
+1,636
143
$207K 0.04%
3,793
-83
144
$207K 0.04%
2,054
+54
145
$201K 0.04%
2,916
146
$193K 0.04%
2,116
-21
147
$188K 0.03%
6,819
+1,282
148
$184K 0.03%
1,451
+1,225
149
$178K 0.03%
+3,092
150
$175K 0.03%
6,786
4 5
6
7 8