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
$380M
AUM Growth
-$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$3.31M
3
+$3.17M
4
HBI icon
Hanesbrands
HBI
+$1.91M
5
BA icon
Boeing
BA
+$1.23M

Top Sells

1
+$8.66M
2
+$3.86M
3
+$1.77M
4
MNK
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
+$1.41M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$1.01M

Sector Composition

1 Healthcare 15.18%
2 Industrials 13.14%
3 Consumer Staples 10.48%
4 Energy 9.25%
5 Technology 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$45K 0.01%
2,278
227
$45K 0.01%
1,000
228
$44K 0.01%
675
+475
229
$44K 0.01%
3,000
230
$43K 0.01%
2,300
231
$43K 0.01%
+881
232
$42K 0.01%
1,000
233
$42K 0.01%
690
234
$41K 0.01%
400
-5,179
235
$41K 0.01%
536
236
$41K 0.01%
550
237
$41K 0.01%
552
238
$41K 0.01%
35,000
239
$40K 0.01%
225
240
$40K 0.01%
+1,284
241
$40K 0.01%
4,459
-300
242
$40K 0.01%
603
243
$40K 0.01%
1,050
244
$40K 0.01%
681
245
$39K 0.01%
1,200
246
$39K 0.01%
472
247
$39K 0.01%
823
248
$38K 0.01%
1,117
+1
249
$38K 0.01%
1,384
250
$38K 0.01%
+965
8 9
10
11 12