KPCM
Kings Point Capital Management Portfolio holdings
AUM
$1.15B
This Quarter Return
+9.39%
1 Year Return
+14.71%
3 Year Return
+79.91%
5 Year Return
+128.41%
10 Year Return
–
AUM
$1.22B
AUM Growth
+$1.22B
(+8.6%)
Cap. Flow
+$13.7M
Cap. Flow
% of AUM
1.13%
Top 10 Holdings %
Top 10 Hldgs %
31.7%
Holding
651
New
86
Increased
157
Reduced
101
Closed
23
Top Buys
1 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$13.9M |
2 |
Parker-Hannifin
PH
|
$13.3M |
3 |
Hannon Armstrong Sustainable Infrastructure Capital
HASI
|
$7.49M |
4 |
Booking.com
BKNG
|
$7.04M |
5 |
UnitedHealth
UNH
|
$6.76M |
Top Sells
1 |
Intel
INTC
|
$10M |
2 |
Lockheed Martin
LMT
|
$9.89M |
3 |
Global Payments
GPN
|
$9.75M |
4 |
AT&T
T
|
$7.61M |
5 |
ATVI
Activision Blizzard Inc.
ATVI
|
$6.85M |
Sector Composition
1 | Technology | 19.2% |
2 | Financials | 14.27% |
3 | Healthcare | 10.67% |
4 | Consumer Discretionary | 9.79% |
5 | Industrials | 8.63% |