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
176
$68K 0.02%
199
+140
177
$68K 0.02%
+263
178
$65K 0.02%
1,500
179
$64K 0.02%
+745
180
$64K 0.02%
1,000
181
$63K 0.02%
2,800
182
$63K 0.02%
1,694
+10
183
$62K 0.02%
+3,422
184
$62K 0.02%
+320
185
$62K 0.02%
751
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186
$61K 0.02%
1,055
+201
187
$58K 0.02%
1,000
188
$56K 0.02%
362
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189
$56K 0.02%
750
190
$55K 0.01%
595
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191
$55K 0.01%
1,043
192
$54K 0.01%
+1,122
193
$54K 0.01%
589
194
$52K 0.01%
681
195
$50K 0.01%
2,300
196
$49K 0.01%
639
197
$49K 0.01%
2,278
198
$48K 0.01%
429
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199
$48K 0.01%
1,000
200
$48K 0.01%
1,200
-262
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8
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