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
$548M
AUM Growth
+$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$3.69M
3
+$3.23M
4
LDOS icon
Leidos
LDOS
+$3.18M
5
NEE icon
NextEra Energy
NEE
+$3.15M

Top Sells

1
+$5.17M
2
+$3.94M
3
+$3.93M
4
NKE icon
Nike
NKE
+$3.03M
5
EOG icon
EOG Resources
EOG
+$2.5M

Sector Composition

1 Technology 14.22%
2 Industrials 13.41%
3 Financials 12.96%
4 Healthcare 11.35%
5 Consumer Discretionary 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.3M 3.15%
349,096
+20,676
2
$16.7M 3.05%
124,781
+1,743
3
$14.3M 2.62%
82,033
+1,515
4
$13.6M 2.48%
46,287
+101
5
$13.1M 2.4%
242,480
+5,260
6
$13M 2.37%
93,121
-512
7
$12.8M 2.34%
111,929
-4,762
8
$12.8M 2.33%
134,720
+2,740
9
$12.6M 2.3%
61,682
-1,339
10
$12.5M 2.29%
67,807
+1,140
11
$11.7M 2.14%
78,162
-126
12
$11.4M 2.07%
92,040
+86
13
$11.2M 2.05%
30,815
+768
14
$10.8M 1.96%
134,850
+1,682
15
$10M 1.83%
74,004
-95
16
$9.81M 1.79%
50,848
+1,109
17
$8.88M 1.62%
97,772
+127
18
$8.81M 1.61%
161,037
+9,207
19
$8.46M 1.54%
293,050
+321
20
$8.36M 1.53%
203,512
+4,368
21
$8.18M 1.49%
22,494
+197
22
$7.99M 1.46%
166,964
+6,257
23
$7.98M 1.46%
32,475
+959
24
$7.91M 1.44%
60,286
+1,137
25
$7.59M 1.39%
65,792
+3,737
1
2 3 4 5