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
$565M
AUM Growth
-$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$3.87M
3
+$3.71M
4
QCOM icon
Qualcomm
QCOM
+$3.54M
5
LDOS icon
Leidos
LDOS
+$3.4M

Top Sells

1
+$7.28M
2
+$3.73M
3
+$2.89M
4
NTRS icon
Northern Trust
NTRS
+$2.32M
5
MPLX icon
MPLX
MPLX
+$1.15M

Sector Composition

1 Technology 18.64%
2 Healthcare 11.68%
3 Industrials 11.02%
4 Financials 10.73%
5 Communication Services 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$315K 0.06%
2,754
-489
127
$307K 0.05%
12,979
128
$298K 0.05%
3,329
-165
129
$293K 0.05%
6,430
-275
130
$291K 0.05%
962
-50
131
$286K 0.05%
15,950
132
$277K 0.05%
8,027
-403
133
$276K 0.05%
+11,973
134
$275K 0.05%
3,641
-30,745
135
$267K 0.05%
6,787
-185,074
136
$264K 0.05%
6,956
-756
137
$257K 0.05%
2,618
138
$255K 0.04%
6,062
139
$252K 0.04%
3,420
140
$247K 0.04%
2,015
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141
$243K 0.04%
3,901
142
$243K 0.04%
6,417
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143
$241K 0.04%
4,460
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144
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1,729
145
$238K 0.04%
4,270
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146
$233K 0.04%
9,830
+6,450
147
$233K 0.04%
1,622
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148
$232K 0.04%
2,972
-200
149
$225K 0.04%
15,889
-2,740
150
$224K 0.04%
61,675
-250
4 5
6
7 8