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
$405M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$7.49M
2
+$6.8M
3
+$5.81M
4
GS icon
Goldman Sachs
GS
+$4.34M
5
AMZN icon
Amazon
AMZN
+$3.74M

Top Sells

1
+$5.08M
2
+$2.57M
3
+$2.48M
4
AGN
Allergan plc
AGN
+$2.32M
5
KMB icon
Kimberly-Clark
KMB
+$1.66M

Sector Composition

1 Industrials 14.47%
2 Healthcare 11.72%
3 Consumer Staples 11.51%
4 Financials 10.12%
5 Energy 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$33K 0.01%
1,542
227
$32K 0.01%
475
228
$31K 0.01%
960
229
$31K 0.01%
400
230
$31K 0.01%
292
231
$31K 0.01%
854
232
$30K 0.01%
510
233
$30K 0.01%
525
234
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+500
235
$29K 0.01%
270
236
$29K 0.01%
240
237
$29K 0.01%
715
238
$28K 0.01%
636
239
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2,000
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240
$27K 0.01%
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241
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242
$26K 0.01%
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243
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244
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247
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425
248
$24K 0.01%
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249
$24K 0.01%
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250
$24K 0.01%
810
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10
11 12