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
$379M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.38M
3
+$2.12M
4
KMB icon
Kimberly-Clark
KMB
+$1.96M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.81M

Top Sells

1
+$8.19M
2
+$5.51M
3
+$4.27M
4
PARA
Paramount Global Class B
PARA
+$3.28M
5
NWL icon
Newell Brands
NWL
+$1.38M

Sector Composition

1 Industrials 15.31%
2 Consumer Staples 14.38%
3 Healthcare 13.81%
4 Technology 7.96%
5 Communication Services 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$29K 0.01%
+3,500
227
$29K 0.01%
246
228
$28K 0.01%
525
229
$28K 0.01%
240
230
$27K 0.01%
395
-1,065
231
$27K 0.01%
960
232
$27K 0.01%
375
233
$27K 0.01%
1,400
234
$27K 0.01%
810
235
$26K 0.01%
350
236
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253
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237
$26K 0.01%
300
238
$26K 0.01%
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239
$25K 0.01%
+475
240
$25K 0.01%
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241
$24K 0.01%
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$24K 0.01%
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243
$24K 0.01%
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244
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245
$23K 0.01%
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246
$22K 0.01%
128
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247
$22K 0.01%
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248
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264
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249
$22K 0.01%
400
250
$21K 0.01%
699
8 9
10
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