KPCM
Kings Point Capital Management Portfolio holdings
AUM
$1.15B
1-Year Return
14.71%
This Quarter Return
+3.99%
1 Year Return
+14.71%
3 Year Return
+79.91%
5 Year Return
+128.41%
10 Year Return
–
AUM
$370M
AUM Growth
+$40M
(+12%)
Cap. Flow
+$30.4M
Cap. Flow
% of AUM
8.2%
Top 10 Holdings %
Top 10 Hldgs %
28.72%
Holding
372
New
59
Increased
98
Reduced
44
Closed
29
Top Buys
| 1 |
Kinder Morgan
KMI
|
+$6.57M |
| 2 |
Moody's
MCO
|
+$6.23M |
| 3 |
Philip Morris
PM
|
+$5.44M |
| 4 |
Walt Disney
DIS
|
+$5.16M |
| 5 |
Boeing
BA
|
+$3.56M |
Top Sells
| 1 |
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
|
+$4.42M |
| 2 |
Newell Brands
NWL
|
+$3.19M |
| 3 |
Vanguard FTSE Europe ETF
VGK
|
+$2.89M |
| 4 |
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% |
