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
$1.01B
AUM Growth
+$71.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$6.62M
3
+$5.58M
4
IQV icon
IQVIA
IQV
+$5.53M
5
NWL icon
Newell Brands
NWL
+$3.06M

Top Sells

1
+$9.73M
2
+$8.81M
3
+$5.19M
4
CAG icon
Conagra Brands
CAG
+$4.93M
5
LDOS icon
Leidos
LDOS
+$4.15M

Sector Composition

1 Technology 18.2%
2 Financials 12.51%
3 Industrials 10.21%
4 Consumer Discretionary 9.89%
5 Healthcare 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$181K 0.02%
700
-18
202
$167K 0.02%
2,646
+406
203
$163K 0.02%
4,000
204
$162K 0.02%
1,588
205
$160K 0.02%
3,750
206
$160K 0.02%
2,035
-13
207
$160K 0.02%
3,586
-36
208
$158K 0.02%
+295
209
$155K 0.02%
1,754
-700
210
$155K 0.02%
1,799
211
$155K 0.02%
1,329
+353
212
$153K 0.02%
1,720
213
$153K 0.02%
1,200
214
$151K 0.01%
3,040
-800
215
$146K 0.01%
236
+22
216
$146K 0.01%
2,130
+557
217
$145K 0.01%
822
218
$143K 0.01%
510
-200
219
$143K 0.01%
8,461
-1,000
220
$143K 0.01%
1,362
+203
221
$141K 0.01%
1,191
+781
222
$139K 0.01%
755
223
$134K 0.01%
1,350
224
$134K 0.01%
1,600
-1,000
225
$134K 0.01%
454
+5
7 8
9
10 11