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
$565M
AUM Growth
-$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$3.87M
3
+$3.71M
4
QCOM icon
Qualcomm
QCOM
+$3.54M
5
LDOS icon
Leidos
LDOS
+$3.4M

Top Sells

1
+$7.28M
2
+$3.73M
3
+$2.89M
4
NTRS icon
Northern Trust
NTRS
+$2.32M
5
MPLX icon
MPLX
MPLX
+$1.15M

Sector Composition

1 Technology 18.64%
2 Healthcare 11.68%
3 Industrials 11.02%
4 Financials 10.73%
5 Communication Services 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$149K 0.03%
949
177
$146K 0.03%
3,586
178
$140K 0.02%
3,312
-2,643
179
$139K 0.02%
1,309
-1,000
180
$137K 0.02%
6,582
-4,000
181
$134K 0.02%
4,800
182
$133K 0.02%
5,616
-183
183
$132K 0.02%
302
184
$132K 0.02%
529
-101
185
$131K 0.02%
2,852
-400
186
$131K 0.02%
2,940
187
$129K 0.02%
1,198
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188
$126K 0.02%
15,458
189
$126K 0.02%
1,350
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190
$123K 0.02%
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191
$123K 0.02%
936
192
$121K 0.02%
1,355
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193
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194
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267
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195
$117K 0.02%
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196
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777
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197
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1,000
198
$114K 0.02%
2,000
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199
$113K 0.02%
3,000
200
$112K 0.02%
742
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