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
201
$76K 0.01%
4,691
202
$76K 0.01%
2,200
-89,870
203
$76K 0.01%
589
204
$75K 0.01%
790
+16
205
$75K 0.01%
4,907
206
$74K 0.01%
839
207
$72K 0.01%
982
208
$72K 0.01%
1,000
209
$71K 0.01%
1,641
210
$70K 0.01%
438
211
$69K 0.01%
1,500
212
$68K 0.01%
750
213
$67K 0.01%
412
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214
$67K 0.01%
212
215
$65K 0.01%
1,400
216
$65K 0.01%
1,268
217
$63K 0.01%
2,000
218
$62K 0.01%
1,001
-201
219
$62K 0.01%
785
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220
$62K 0.01%
915
221
$61K 0.01%
1,725
222
$60K 0.01%
1,147
+116
223
$59K 0.01%
306
224
$59K 0.01%
554
225
$59K 0.01%
902
-300
7 8
9
10 11