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
$938M
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$12.6M
3
+$9.77M
4
TSLA icon
Tesla
TSLA
+$3.36M
5
DLR icon
Digital Realty Trust
DLR
+$3.26M

Top Sells

1
+$8.87M
2
+$877K
3
+$875K
4
HD icon
Home Depot
HD
+$771K
5
AAPL icon
Apple
AAPL
+$752K

Sector Composition

1 Technology 19.65%
2 Financials 11.19%
3 Healthcare 10.95%
4 Industrials 9.7%
5 Consumer Discretionary 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$55.4M 5.91%
417,848
-5,664
2
$37.6M 4.01%
368,881
+151,078
3
$33.5M 3.57%
206,000
+860
4
$32.3M 3.44%
145,147
-3,936
5
$29.1M 3.1%
124,365
+1,999
6
$25.1M 2.68%
286,840
+2,200
7
$23.2M 2.47%
49,839
+304
8
$22.3M 2.38%
269,277
+152,398
9
$20.8M 2.22%
114,812
-1,583
10
$20.3M 2.16%
77,597
+2,227
11
$19.5M 2.08%
91,831
+524
12
$15.9M 1.69%
70,766
+1,240
13
$14.8M 1.58%
59,189
-143
14
$13.6M 1.45%
69,702
-814
15
$13.5M 1.44%
64,094
+1,828
16
$13.5M 1.44%
215,611
17
$13.3M 1.42%
48,857
+2,446
18
$13.3M 1.41%
109,674
+922
19
$12.6M 1.35%
58,640
+5,337
20
$12.5M 1.34%
53,893
+9,134
21
$12.5M 1.33%
98,215
+3,239
22
$12.5M 1.33%
75,827
-350
23
$12.4M 1.32%
37,725
+2,562
24
$11.9M 1.27%
55,397
+699
25
$11.5M 1.22%
94,772
1
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