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
$413M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$4.13M
3
+$1.67M
4
MNK
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
+$1.39M
5
STWD icon
Starwood Property Trust
STWD
+$1.04M

Top Sells

1
+$7.76M
2
+$1.27M
3
+$1.09M
4
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$637K
5
BAX icon
Baxter International
BAX
+$462K

Sector Composition

1 Healthcare 13.04%
2 Industrials 11.91%
3 Energy 11.36%
4 Consumer Staples 9.5%
5 Consumer Discretionary 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$34K 0.01%
460
252
$34K 0.01%
350
253
$33K 0.01%
1,020
254
$33K 0.01%
683
255
$33K 0.01%
587
256
$32K 0.01%
+231
257
$32K 0.01%
810
258
$32K 0.01%
465
259
$31K 0.01%
525
260
$31K 0.01%
250
261
$31K 0.01%
572
262
$31K 0.01%
294
-67
263
$31K 0.01%
931
264
$29K 0.01%
2,190
265
$29K 0.01%
2,000
266
$29K 0.01%
376
267
$29K 0.01%
450
268
$28K 0.01%
575
-401
269
$28K 0.01%
510
270
$28K 0.01%
685
271
$27K 0.01%
334
272
$27K 0.01%
960
273
$27K 0.01%
246
274
$27K 0.01%
850
275
$27K 0.01%
255
9 10
11
12 13