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
201
$111K 0.02%
1,862
-676
202
$110K 0.02%
502
-258
203
$110K 0.02%
+8,478
204
$107K 0.02%
930
205
$106K 0.02%
4,691
+2,814
206
$106K 0.02%
+570
207
$104K 0.02%
1,276
-100
208
$104K 0.02%
1,799
209
$104K 0.02%
2,540
210
$103K 0.02%
1,747
211
$101K 0.02%
1,544
+2
212
$100K 0.02%
2,310
-20
213
$97K 0.02%
1,588
214
$97K 0.02%
1,998
-799
215
$95K 0.02%
700
-69
216
$95K 0.02%
8,053
-6,837
217
$95K 0.02%
+5,000
218
$95K 0.02%
1,076
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219
$93K 0.02%
1,000
-56
220
$91K 0.02%
4,076
221
$89K 0.02%
1,808
-1,140
222
$87K 0.02%
10,456
+456
223
$87K 0.02%
4,220
224
$85K 0.02%
1,220
-433
225
$81K 0.01%
1,236
+100
7 8
9
10 11