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
$430M
AUM Growth
+$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$2.96M
3
+$2.83M
4
BDX icon
Becton Dickinson
BDX
+$2.69M
5
IRM icon
Iron Mountain
IRM
+$2.36M

Top Sells

1
+$7.39M
2
+$6.38M
3
+$3.35M
4
BAH icon
Booz Allen Hamilton
BAH
+$3.34M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.8M

Sector Composition

1 Industrials 13.63%
2 Financials 11.73%
3 Healthcare 11.57%
4 Consumer Staples 11.49%
5 Technology 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$43K 0.01%
222
+140
227
$43K 0.01%
797
+439
228
$43K 0.01%
552
229
$42K 0.01%
954
230
$41K 0.01%
502
231
$40K 0.01%
223
232
$39K 0.01%
636
233
$39K 0.01%
350
234
$39K 0.01%
285
+1
235
$38K 0.01%
518
-500
236
$38K 0.01%
400
237
$38K 0.01%
461
238
$38K 0.01%
+700
239
$38K 0.01%
1,350
240
$37K 0.01%
510
241
$36K 0.01%
1,195
-2,000
242
$36K 0.01%
1,350
243
$36K 0.01%
698
244
$35K 0.01%
+313
245
$35K 0.01%
292
246
$34K 0.01%
1,000
247
$34K 0.01%
270
248
$34K 0.01%
385
249
$33K 0.01%
1,300
250
$33K 0.01%
240
8 9
10
11 12