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
$427M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.62M
3
+$4.27M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.56M
5
ITW icon
Illinois Tool Works
ITW
+$2.93M

Top Sells

1
+$5.11M
2
+$4.59M
3
+$4.19M
4
GS icon
Goldman Sachs
GS
+$3.87M
5
BMY icon
Bristol-Myers Squibb
BMY
+$3.67M

Sector Composition

1 Industrials 14.63%
2 Consumer Staples 10.9%
3 Financials 10.88%
4 Healthcare 10.5%
5 Technology 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$47K 0.01%
554
227
$47K 0.01%
1,000
228
$46K 0.01%
390
229
$45K 0.01%
603
230
$44K 0.01%
+500
231
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552
232
$44K 0.01%
1,350
233
$43K 0.01%
1,329
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234
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690
235
$41K 0.01%
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236
$41K 0.01%
+662
237
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631
238
$40K 0.01%
502
239
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400
240
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223
241
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350
242
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243
$38K 0.01%
440
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244
$38K 0.01%
698
245
$37K 0.01%
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246
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247
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248
$37K 0.01%
461
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249
$37K 0.01%
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250
$35K 0.01%
+3,500
8 9
10
11 12