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
$393M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$4.64M
3
+$4.22M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.16M
5
PAYX icon
Paychex
PAYX
+$1.26M

Top Sells

1
+$10.4M
2
+$4.67M
3
+$3.51M
4
COP icon
ConocoPhillips
COP
+$3.26M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$2.08M

Sector Composition

1 Healthcare 16.92%
2 Industrials 15.15%
3 Consumer Staples 13.18%
4 Financials 9.46%
5 Communication Services 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$23K 0.01%
395
-164
252
$23K 0.01%
654
253
$23K 0.01%
200
254
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$21K 0.01%
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$21K 0.01%
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259
$20K 0.01%
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260
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261
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262
$20K 0.01%
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263
$19K ﹤0.01%
666
264
$19K ﹤0.01%
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265
$19K ﹤0.01%
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266
$19K ﹤0.01%
4,160
267
$19K ﹤0.01%
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$18K ﹤0.01%
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269
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425
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$18K ﹤0.01%
225
271
$18K ﹤0.01%
778
272
$18K ﹤0.01%
150
273
$17K ﹤0.01%
325
274
$17K ﹤0.01%
600
275
$17K ﹤0.01%
200
9 10
11
12 13