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
$507M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$2.79M
3
+$2.71M
4
UN
Unilever NV New York Registry Shares
UN
+$2.67M
5
MS icon
Morgan Stanley
MS
+$1.74M

Top Sells

1
+$5.71M
2
+$4.49M
3
+$3.17M
4
CADE icon
Cadence Bank
CADE
+$2.98M
5
PAYX icon
Paychex
PAYX
+$2.69M

Sector Composition

1 Financials 13.94%
2 Industrials 12.16%
3 Technology 12.14%
4 Healthcare 10.78%
5 Consumer Discretionary 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$57K 0.01%
799
+1
227
$57K 0.01%
2,000
228
$56K 0.01%
231
229
$56K 0.01%
8,600
230
$54K 0.01%
860
231
$52K 0.01%
1,564
232
$52K 0.01%
461
233
$51K 0.01%
920
+19
234
$51K 0.01%
690
-50
235
$50K 0.01%
749
+200
236
$50K 0.01%
746
237
$49K 0.01%
700
238
$49K 0.01%
306
239
$47K 0.01%
636
240
$47K 0.01%
1,725
241
$47K 0.01%
498
+10
242
$47K 0.01%
554
243
$47K 0.01%
354
244
$46K 0.01%
+500
245
$46K 0.01%
390
246
$46K 0.01%
1,736
247
$45K 0.01%
1,163
+11
248
$44K 0.01%
1,300
249
$44K 0.01%
320
250
$44K 0.01%
850
+1
8 9
10
11 12