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
$379M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.38M
3
+$2.12M
4
KMB icon
Kimberly-Clark
KMB
+$1.96M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.81M

Top Sells

1
+$8.19M
2
+$5.51M
3
+$4.27M
4
PARA
Paramount Global Class B
PARA
+$3.28M
5
NWL icon
Newell Brands
NWL
+$1.38M

Sector Composition

1 Industrials 15.31%
2 Consumer Staples 14.38%
3 Healthcare 13.81%
4 Technology 7.96%
5 Communication Services 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$21K 0.01%
300
252
$20K 0.01%
425
253
$20K 0.01%
824
254
$20K 0.01%
693
255
$20K 0.01%
+434
256
$20K 0.01%
1,000
257
$19K 0.01%
850
258
$19K 0.01%
96
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259
$18K ﹤0.01%
381
260
$18K ﹤0.01%
277
261
$18K ﹤0.01%
200
262
$18K ﹤0.01%
225
263
$18K ﹤0.01%
600
264
$18K ﹤0.01%
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265
$18K ﹤0.01%
200
266
$17K ﹤0.01%
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267
$17K ﹤0.01%
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268
$17K ﹤0.01%
200
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$17K ﹤0.01%
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$17K ﹤0.01%
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271
$17K ﹤0.01%
458
272
$16K ﹤0.01%
467
273
$16K ﹤0.01%
356
274
$16K ﹤0.01%
27
275
$16K ﹤0.01%
654
9 10
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