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Home > Institutional Investor > Kings Point Capital Management > Profile

Instuitional Investor - Kings Point Capital Management

Fund Profile
Filing Period:
Fund Name: Kings Point Capital Management
Portfolio Value $1,148,744,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 400,580 $69,945,000 6.08%
2.
Microsoft Corp
 MSFT 143,180 $44,144,000 3.84%
3.
Pimco Etf Trust
 434,072 $43,477,000 3.78%
4.
Alphabet Inc.
 GOOG 291,840 $40,585,000 3.53%
5.
Amazon Com Inc
 AMZN 225,820 $36,808,000 3.2%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)