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
$537M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$3.05M
3
+$2.77M
4
DXC icon
DXC Technology
DXC
+$2.15M
5
MDT icon
Medtronic
MDT
+$2.06M

Top Sells

1
+$5.44M
2
+$4.76M
3
+$4.05M
4
PM icon
Philip Morris
PM
+$3.59M
5
IRM icon
Iron Mountain
IRM
+$3.1M

Sector Composition

1 Financials 14.51%
2 Technology 13.67%
3 Industrials 13.22%
4 Healthcare 12.27%
5 Energy 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$114K 0.02%
508
-224
177
$114K 0.02%
856
-17
178
$112K 0.02%
769
179
$112K 0.02%
685
180
$108K 0.02%
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181
$107K 0.02%
2,460
182
$106K 0.02%
658
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183
$102K 0.02%
2,000
184
$101K 0.02%
648
185
$99K 0.02%
588
186
$98K 0.02%
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187
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1,323
188
$95K 0.02%
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189
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190
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959
191
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192
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193
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195
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196
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197
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198
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199
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200
$77K 0.01%
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