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
$413M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$4.13M
3
+$1.67M
4
MNK
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
+$1.39M
5
STWD icon
Starwood Property Trust
STWD
+$1.04M

Top Sells

1
+$7.76M
2
+$1.27M
3
+$1.09M
4
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$637K
5
BAX icon
Baxter International
BAX
+$462K

Sector Composition

1 Healthcare 13.04%
2 Industrials 11.91%
3 Energy 11.36%
4 Consumer Staples 9.5%
5 Consumer Discretionary 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$43K 0.01%
644
227
$43K 0.01%
1,100
228
$42K 0.01%
2,300
229
$42K 0.01%
1,116
+10
230
$42K 0.01%
472
231
$42K 0.01%
550
232
$41K 0.01%
1,121
-62
233
$41K 0.01%
1,500
234
$41K 0.01%
600
235
$41K 0.01%
1,200
236
$40K 0.01%
1,449
237
$40K 0.01%
698
238
$39K 0.01%
225
239
$38K 0.01%
646
+2
240
$38K 0.01%
1,240
241
$38K 0.01%
1,384
242
$37K 0.01%
600
243
$37K 0.01%
640
244
$37K 0.01%
+400
245
$37K 0.01%
1,000
246
$36K 0.01%
270
247
$36K 0.01%
1,545
-1
248
$35K 0.01%
2,278
249
$34K 0.01%
1,195
250
$34K 0.01%
1,725
8 9
10
11 12