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
$448M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$3.06M
3
+$2.92M
4
BDX icon
Becton Dickinson
BDX
+$2.77M
5
AME icon
Ametek
AME
+$2.51M

Top Sells

1
+$3.75M
2
+$3.08M
3
+$2.72M
4
KMB icon
Kimberly-Clark
KMB
+$2.65M
5
PAYX icon
Paychex
PAYX
+$1.79M

Sector Composition

1 Industrials 13.1%
2 Financials 12.22%
3 Healthcare 12.02%
4 Consumer Staples 9.94%
5 Technology 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$47K 0.01%
+663
227
$47K 0.01%
+150
228
$47K 0.01%
+833
229
$47K 0.01%
1,150
+2
230
$47K 0.01%
390
231
$47K 0.01%
+746
232
$46K 0.01%
847
+1
233
$45K 0.01%
1,000
234
$43K 0.01%
859
-95
235
$43K 0.01%
400
236
$42K 0.01%
350
237
$40K 0.01%
636
238
$40K 0.01%
549
-259
239
$40K 0.01%
285
240
$38K 0.01%
1,350
241
$37K 0.01%
1,195
242
$37K 0.01%
292
243
$37K 0.01%
526
-627
244
$36K 0.01%
740
+50
245
$36K 0.01%
1,350
246
$36K 0.01%
270
247
$36K 0.01%
306
248
$35K 0.01%
1,300
249
$35K 0.01%
698
250
$34K 0.01%
1,000
8 9
10
11 12