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
$330M
AUM Growth
-$2.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.83M
3
+$2.76M
4
LAD icon
Lithia Motors
LAD
+$2.1M
5
MGM icon
MGM Resorts International
MGM
+$1.34M

Top Sells

1
+$9.95M
2
+$4.95M
3
+$3.24M
4
DAL icon
Delta Air Lines
DAL
+$1.35M
5
MDT icon
Medtronic
MDT
+$1.24M

Sector Composition

1 Energy 13.98%
2 Industrials 10.45%
3 Healthcare 10.09%
4 Consumer Discretionary 9.47%
5 Technology 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$39K 0.01%
857
202
$39K 0.01%
603
203
$39K 0.01%
1,545
-1
204
$38K 0.01%
518
205
$37K 0.01%
550
206
$37K 0.01%
552
207
$37K 0.01%
508
208
$37K 0.01%
930
-100
209
$36K 0.01%
850
210
$36K 0.01%
810
211
$36K 0.01%
931
212
$36K 0.01%
1,110
213
$35K 0.01%
320
214
$35K 0.01%
1,000
215
$34K 0.01%
2,805
-1
216
$34K 0.01%
530
217
$34K 0.01%
350
218
$33K 0.01%
1,725
219
$33K 0.01%
387
220
$32K 0.01%
693
221
$31K 0.01%
683
222
$30K 0.01%
1,449
223
$30K 0.01%
767
224
$30K 0.01%
400
225
$29K 0.01%
500
7 8
9
10 11