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
$403M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$7.17M
2
+$4.45M
3
+$4.17M
4
BK icon
Bank of New York Mellon
BK
+$3.55M
5
LOB icon
Live Oak Bancshares
LOB
+$3.34M

Top Sells

1
+$6.55M
2
+$4.52M
3
+$3.59M
4
KMI icon
Kinder Morgan
KMI
+$2.65M
5
WPZ
Williams Partners L.P.
WPZ
+$1.48M

Sector Composition

1 Healthcare 16.43%
2 Industrials 14.42%
3 Consumer Staples 11.2%
4 Financials 9.93%
5 Communication Services 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$40K 0.01%
+1,518
227
$40K 0.01%
390
-1,094
228
$40K 0.01%
640
229
$40K 0.01%
1,384
230
$40K 0.01%
965
231
$40K 0.01%
552
232
$39K 0.01%
1,200
233
$39K 0.01%
1,119
+2
234
$38K 0.01%
7,800
-4,633
235
$37K 0.01%
+108
236
$37K 0.01%
1,000
237
$36K 0.01%
400
238
$36K 0.01%
648
+2
239
$36K 0.01%
472
240
$36K 0.01%
1,200
241
$35K 0.01%
231
242
$35K 0.01%
+277
243
$35K 0.01%
400
244
$35K 0.01%
500
245
$35K 0.01%
698
246
$34K 0.01%
690
247
$34K 0.01%
3,500
248
$34K 0.01%
270
249
$34K 0.01%
+325
250
$34K 0.01%
1,493
+626
8 9
10
11 12