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
201
$72K 0.02%
1,680
+351
202
$72K 0.02%
959
203
$70K 0.01%
589
204
$68K 0.01%
+1,400
205
$68K 0.01%
685
+1
206
$68K 0.01%
1,000
207
$67K 0.01%
+300
208
$65K 0.01%
2,000
209
$65K 0.01%
212
+130
210
$65K 0.01%
450
211
$65K 0.01%
1,000
-288
212
$64K 0.01%
772
213
$64K 0.01%
915
214
$62K 0.01%
+1,268
215
$62K 0.01%
+2,270
216
$61K 0.01%
1,190
217
$61K 0.01%
750
218
$60K 0.01%
1,564
219
$60K 0.01%
394
-377
220
$60K 0.01%
798
+1
221
$59K 0.01%
1,736
222
$58K 0.01%
1,000
223
$55K 0.01%
1,725
224
$55K 0.01%
1,546
225
$55K 0.01%
524
+400
7 8
9
10 11