KPCM

Kings Point Capital Management Portfolio holdings

AUM $1.15B
1-Year Est. Return 14.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.8%
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
+$3.32M
2
+$2.41M
3
+$2.19M
4
KMB icon
Kimberly-Clark
KMB
+$2.01M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.84M

Top Sells

1
+$7.78M
2
+$5.35M
3
+$4.22M
4
PARA
Paramount Global Class B
PARA
+$3.18M
5
NWL icon
Newell Brands
NWL
+$1.36M

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%
824
253
$20K 0.01%
693
254
$20K 0.01%
+434
255
$20K 0.01%
1,000
256
$20K 0.01%
425
257
$19K 0.01%
850
258
$19K 0.01%
96
+2
259
$18K ﹤0.01%
277
260
$18K ﹤0.01%
200
261
$18K ﹤0.01%
381
262
$18K ﹤0.01%
225
263
$18K ﹤0.01%
600
264
$18K ﹤0.01%
+82
265
$18K ﹤0.01%
200
266
$17K ﹤0.01%
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267
$17K ﹤0.01%
2,000
268
$17K ﹤0.01%
200
269
$17K ﹤0.01%
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270
$17K ﹤0.01%
150
271
$17K ﹤0.01%
458
272
$16K ﹤0.01%
300
273
$16K ﹤0.01%
467
274
$16K ﹤0.01%
356
275
$16K ﹤0.01%
27
9 10
11
12 13