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
$403M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$7.17M
2
+$4.45M
3
+$4.17M
4
BK icon
Bank of New York Mellon
BK
+$3.55M
5
LOB icon
Live Oak Bancshares
LOB
+$3.34M

Top Sells

1
+$6.55M
2
+$4.52M
3
+$3.59M
4
KMI icon
Kinder Morgan
KMI
+$2.65M
5
WPZ
Williams Partners L.P.
WPZ
+$1.48M

Sector Composition

1 Healthcare 16.43%
2 Industrials 14.42%
3 Consumer Staples 11.2%
4 Financials 9.93%
5 Communication Services 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$34K 0.01%
350
252
$34K 0.01%
683
253
$34K 0.01%
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254
$33K 0.01%
+1,400
255
$33K 0.01%
502
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256
$32K 0.01%
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257
$32K 0.01%
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258
$32K 0.01%
510
259
$31K 0.01%
+559
260
$30K 0.01%
871
-2,685
261
$29K 0.01%
292
262
$29K 0.01%
246
263
$29K 0.01%
1,300
264
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600
265
$29K 0.01%
587
266
$28K 0.01%
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267
$28K 0.01%
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$27K 0.01%
641
269
$27K 0.01%
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270
$26K 0.01%
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271
$26K 0.01%
250
272
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273
$25K 0.01%
267
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274
$25K 0.01%
450
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275
$25K 0.01%
353
9 10
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