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
$246M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1 +$12.2M
2 +$9.63M
3 +$7.66M
4
STWD icon
Starwood Property Trust
STWD
+$7.62M
5
JAH
JARDEN CORPORATION
JAH
+$7.1M

Top Sells

No sells this quarter

Sector Composition

1 Energy 13.78%
2 Consumer Staples 13.14%
3 Consumer Discretionary 12.26%
4 Real Estate 9.02%
5 Industrials 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$13K 0.01%
+157
252
$12K ﹤0.01%
+517
253
$12K ﹤0.01%
+500
254
$12K ﹤0.01%
+195
255
$12K ﹤0.01%
+400
256
$12K ﹤0.01%
+150
257
$11K ﹤0.01%
+750
258
$11K ﹤0.01%
+125
259
$11K ﹤0.01%
+400
260
$10K ﹤0.01%
+256