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
$495M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$3.35M
3
+$2.06M
4
MCD icon
McDonald's
MCD
+$1.71M
5
CVX icon
Chevron
CVX
+$1.49M

Top Sells

1
+$6.53M
2
+$4.47M
3
+$1.31M
4
PRMW
Primo Water Corporation
PRMW
+$645K
5
USPH icon
US Physical Therapy
USPH
+$537K

Sector Composition

1 Financials 14.63%
2 Industrials 12.85%
3 Technology 11.66%
4 Healthcare 10.6%
5 Consumer Staples 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.7M 2.76%
180,206
-2,013
2
$12.7M 2.56%
302,676
+9,424
3
$11.9M 2.39%
228,660
+6,760
4
$11.7M 2.36%
84,209
+2,555
5
$11.4M 2.3%
125,059
+6,371
6
$10.9M 2.21%
141,620
+4,074
7
$10.5M 2.13%
68,702
+1,073
8
$10.1M 2.03%
48,691
+1,448
9
$9.64M 1.95%
29,404
-19,915
10
$9.42M 1.9%
64,797
+2,681
11
$9.41M 1.9%
100,837
+3,460
12
$9.24M 1.87%
68,068
+6,677
13
$8.88M 1.79%
41,140
+2,025
14
$8.74M 1.77%
120,800
+6,280
15
$8.49M 1.72%
84,575
+2,027
16
$8.42M 1.7%
135,079
-4,954
17
$8.2M 1.66%
157,527
+10,124
18
$7.61M 1.54%
152,095
+10,709
19
$7.47M 1.51%
305,095
+3,219
20
$7.42M 1.5%
97,645
21
$7.39M 1.49%
76,159
-900
22
$7.13M 1.44%
86,404
-4,444
23
$7.09M 1.43%
210,523
+7,029
24
$7.05M 1.42%
50,229
+14,694
25
$6.98M 1.41%
20,651
+1,220
1
2 3 4 5