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
$476M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$3.09M
3
+$1.86M
4
CVX icon
Chevron
CVX
+$1.36M
5
NTRS icon
Northern Trust
NTRS
+$1.26M

Top Sells

1
+$3.98M
2
+$3.13M
3
+$1.67M
4
XOM icon
Exxon Mobil
XOM
+$1.6M
5
CVS icon
CVS Health
CVS
+$1.18M

Sector Composition

1 Industrials 13.79%
2 Financials 12.89%
3 Technology 11.06%
4 Healthcare 10.51%
5 Consumer Staples 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$188K 0.04%
+2,804
152
$182K 0.04%
2,969
-206
153
$181K 0.04%
2,833
-369
154
$176K 0.04%
9,250
155
$168K 0.04%
1,143
156
$160K 0.03%
3,325
-60
157
$158K 0.03%
+800
158
$155K 0.03%
+3,750
159
$154K 0.03%
2,134
-769
160
$152K 0.03%
295
161
$151K 0.03%
687
162
$145K 0.03%
2,075
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163
$145K 0.03%
3,031
164
$142K 0.03%
570
165
$138K 0.03%
1,025
166
$136K 0.03%
769
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167
$136K 0.03%
873
168
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4,896
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169
$133K 0.03%
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170
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4,320
171
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1,500
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172
$119K 0.03%
660
173
$118K 0.02%
2,195
+195
174
$117K 0.02%
347
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175
$116K 0.02%
3,182
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5 6
7
8 9