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
$333M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$3M
3
+$2.92M
4
JAH
JARDEN CORPORATION
JAH
+$1.7M
5
MDT icon
Medtronic
MDT
+$1.28M

Top Sells

1
+$6.02M
2
+$4.6M
3
+$2.72M
4
HELE icon
Helen of Troy
HELE
+$1.74M
5
RHT
Red Hat Inc
RHT
+$1.32M

Sector Composition

1 Energy 13.41%
2 Consumer Staples 10.71%
3 Industrials 10.61%
4 Communication Services 9.53%
5 Healthcare 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$27K 0.01%
292
227
$26K 0.01%
601
-8,986
228
$26K 0.01%
270
229
$26K 0.01%
+960
230
$26K 0.01%
+272
231
$26K 0.01%
+217
232
$25K 0.01%
245
+88
233
$24K 0.01%
+253
234
$24K 0.01%
+297
235
$24K 0.01%
+510
236
$23K 0.01%
+72
237
$23K 0.01%
+214
238
$23K 0.01%
300
239
$23K 0.01%
+904
240
$23K 0.01%
+564
241
$22K 0.01%
533
242
$22K 0.01%
+259
243
$22K 0.01%
255
244
$22K 0.01%
+187
245
$22K 0.01%
250
246
$21K 0.01%
824
247
$21K 0.01%
872
248
$21K 0.01%
550
249
$21K 0.01%
+250
250
$20K 0.01%
+282
8 9
10
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