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
1
$17.3M 3.22%
306,412
+1,560
2
$14.2M 2.64%
124,028
-2,460
3
$14M 2.61%
231,940
+800
4
$13.3M 2.48%
83,281
-764
5
$12.8M 2.38%
127,400
+3,600
6
$11.6M 2.17%
47,640
-1,033
7
$11.6M 2.16%
68,244
-618
8
$11.6M 2.16%
138,532
-1,136
9
$11.6M 2.15%
77,190
+3,015
10
$11.1M 2.07%
29,864
+102
11
$10.8M 2.01%
122,838
-3,388
12
$10.5M 1.96%
75,719
13
$10.3M 1.92%
96,725
-2,984
14
$10.2M 1.91%
87,492
+1,089
15
$9.56M 1.78%
65,798
+124
16
$8.88M 1.65%
308,943
-300
17
$8.68M 1.62%
207,591
-107
18
$8.52M 1.59%
41,207
-291
19
$8.12M 1.51%
86,789
+22,986
20
$8.01M 1.49%
31,470
+419
21
$7.92M 1.48%
22,889
-517
22
$7.91M 1.47%
51,452
+257
23
$7.8M 1.45%
164,910
+1,073
24
$7.77M 1.45%
98,664
-1,827
25
$7.73M 1.44%
97,645
1
2 3 4 5