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
$391M
AUM Growth
-$2.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$1.91M
3
+$1.87M
4
AON icon
Aon
AON
+$1.86M
5
NEE icon
NextEra Energy
NEE
+$1.47M

Top Sells

1
+$5.37M
2
+$4.57M
3
+$3.46M
4
BK icon
Bank of New York Mellon
BK
+$3.29M
5
AGN
Allergan plc
AGN
+$2.74M

Sector Composition

1 Industrials 14.95%
2 Healthcare 14.6%
3 Consumer Staples 13.34%
4 Financials 8.89%
5 Communication Services 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$30K 0.01%
1,012
227
$29K 0.01%
745
228
$29K 0.01%
636
229
$29K 0.01%
292
230
$29K 0.01%
246
231
$29K 0.01%
250
232
$29K 0.01%
240
233
$28K 0.01%
291
234
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+270
235
$28K 0.01%
+300
236
$28K 0.01%
1,540
237
$28K 0.01%
375
238
$28K 0.01%
1,542
-1
239
$27K 0.01%
849
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240
$27K 0.01%
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241
$27K 0.01%
810
242
$25K 0.01%
960
243
$25K 0.01%
395
244
$24K 0.01%
300
245
$24K 0.01%
300
246
$23K 0.01%
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247
$23K 0.01%
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248
$22K 0.01%
451
249
$22K 0.01%
931
250
$22K 0.01%
200
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10
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