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
$391M
AUM Growth
-$2.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$1.91M
3
+$1.87M
4
AON icon
Aon
AON
+$1.86M
5
NEE icon
NextEra Energy
NEE
+$1.47M

Top Sells

1
+$5.37M
2
+$4.57M
3
+$3.46M
4
BK icon
Bank of New York Mellon
BK
+$3.29M
5
AGN
Allergan plc
AGN
+$2.74M

Sector Composition

1 Industrials 14.95%
2 Healthcare 14.6%
3 Consumer Staples 13.34%
4 Financials 8.89%
5 Communication Services 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$21K 0.01%
666
252
$21K 0.01%
824
253
$21K 0.01%
945
-79
254
$21K 0.01%
645
255
$20K 0.01%
400
256
$19K ﹤0.01%
225
257
$19K ﹤0.01%
2,080
258
$18K ﹤0.01%
350
259
$18K ﹤0.01%
425
260
$18K ﹤0.01%
1,444
-20
261
$18K ﹤0.01%
150
262
$18K ﹤0.01%
1,000
263
$17K ﹤0.01%
381
264
$17K ﹤0.01%
277
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265
$17K ﹤0.01%
+1,500
266
$17K ﹤0.01%
453
267
$17K ﹤0.01%
+200
268
$17K ﹤0.01%
600
269
$17K ﹤0.01%
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270
$17K ﹤0.01%
200
271
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850
272
$17K ﹤0.01%
489
273
$17K ﹤0.01%
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274
$17K ﹤0.01%
458
275
$16K ﹤0.01%
474
-1,044
9 10
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12 13