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
$330M
AUM Growth
-$2.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.83M
3
+$2.76M
4
LAD icon
Lithia Motors
LAD
+$2.1M
5
MGM icon
MGM Resorts International
MGM
+$1.34M

Top Sells

1
+$9.95M
2
+$4.95M
3
+$3.24M
4
DAL icon
Delta Air Lines
DAL
+$1.35M
5
MDT icon
Medtronic
MDT
+$1.24M

Sector Composition

1 Energy 13.98%
2 Industrials 10.45%
3 Healthcare 10.09%
4 Consumer Discretionary 9.47%
5 Technology 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$84K 0.03%
+2,000
152
$82K 0.02%
1,100
+100
153
$82K 0.02%
2,500
154
$82K 0.02%
1,462
155
$81K 0.02%
1,500
156
$78K 0.02%
2,180
157
$78K 0.02%
1,323
-15,000
158
$77K 0.02%
1,236
159
$73K 0.02%
5,000
160
$73K 0.02%
650
161
$72K 0.02%
1,000
162
$71K 0.02%
2,066
163
$70K 0.02%
+3,000
164
$70K 0.02%
1,588
165
$70K 0.02%
690
166
$68K 0.02%
646
167
$66K 0.02%
1,874
168
$66K 0.02%
2,800
169
$66K 0.02%
1,000
170
$64K 0.02%
1,500
171
$63K 0.02%
2,500
-200
172
$63K 0.02%
1,911
173
$60K 0.02%
2,000
174
$59K 0.02%
1,183
175
$57K 0.02%
600
5 6
7
8 9