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
176
$114K 0.02%
1,186
+420
177
$114K 0.02%
5,110
178
$111K 0.02%
716
+1
179
$105K 0.02%
3,134
-2,608
180
$100K 0.02%
2,103
181
$98K 0.02%
1,710
-200
182
$96K 0.02%
1,588
183
$96K 0.02%
648
+363
184
$96K 0.02%
1,323
185
$89K 0.02%
1,280
-306
186
$89K 0.02%
1,500
187
$87K 0.02%
+4,691
188
$87K 0.02%
648
+356
189
$83K 0.02%
4,500
190
$83K 0.02%
1,081
+2
191
$83K 0.02%
1,068
-151
192
$78K 0.02%
1,202
+1,002
193
$78K 0.02%
+4,907
194
$78K 0.02%
664
195
$76K 0.02%
845
196
$75K 0.02%
+1,696
197
$74K 0.02%
2,055
+1,095
198
$73K 0.02%
840
-345
199
$73K 0.02%
447
200
$72K 0.02%
1,500
6 7
8
9 10