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
$370M
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$6.57M
2
+$6.23M
3
+$5.44M
4
DIS icon
Walt Disney
DIS
+$5.16M
5
BA icon
Boeing
BA
+$3.56M

Top Sells

1
+$4.42M
2
+$3.19M
3
+$2.89M
4
LAD icon
Lithia Motors
LAD
+$2.1M
5
PARA
Paramount Global Class B
PARA
+$1.95M

Sector Composition

1 Energy 12.22%
2 Industrials 11.74%
3 Healthcare 9.85%
4 Consumer Staples 9.72%
5 Communication Services 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$104K 0.03%
871
152
$103K 0.03%
2,470
153
$101K 0.03%
2,500
154
$101K 0.03%
1,323
155
$99K 0.03%
8,214
-88,086
156
$99K 0.03%
2,543
+477
157
$99K 0.03%
949
158
$97K 0.03%
2,354
159
$94K 0.03%
1,236
160
$91K 0.02%
1,157
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161
$89K 0.02%
1,856
+790
162
$84K 0.02%
4,000
163
$80K 0.02%
3,000
164
$80K 0.02%
773
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165
$78K 0.02%
1,874
166
$77K 0.02%
+1,095
167
$75K 0.02%
1,911
168
$75K 0.02%
1,223
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169
$75K 0.02%
912
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170
$74K 0.02%
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171
$71K 0.02%
650
172
$70K 0.02%
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173
$70K 0.02%
893
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174
$69K 0.02%
5,000
175
$69K 0.02%
1,543
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7
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