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
176
$56K 0.02%
1,684
+10
177
$56K 0.02%
750
-250
178
$54K 0.02%
+4,000
179
$54K 0.02%
1,043
180
$54K 0.02%
681
181
$53K 0.02%
1,833
182
$52K 0.02%
589
183
$49K 0.01%
2,300
184
$49K 0.01%
586
185
$49K 0.01%
698
186
$48K 0.01%
1,066
187
$47K 0.01%
900
188
$46K 0.01%
1,000
189
$46K 0.01%
854
190
$46K 0.01%
1,095
191
$46K 0.01%
2,278
192
$46K 0.01%
1,000
193
$44K 0.01%
1,101
+47
194
$44K 0.01%
639
+400
195
$44K 0.01%
729
196
$43K 0.01%
3,000
197
$43K 0.01%
3,234
198
$42K 0.01%
229
199
$40K 0.01%
587
200
$40K 0.01%
1,050
6 7
8
9 10