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
$427M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1 +$5.01M
2 +$4.62M
3 +$4.27M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.56M
5
ITW icon
Illinois Tool Works
ITW
+$2.93M

Top Sells

1 +$5.11M
2 +$4.59M
3 +$4.19M
4
GS icon
Goldman Sachs
GS
+$3.87M
5
BMY icon
Bristol-Myers Squibb
BMY
+$3.67M

Sector Composition

1 Industrials 14.63%
2 Consumer Staples 10.9%
3 Financials 10.88%
4 Healthcare 10.5%
5 Technology 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$35K 0.01%
1,350
252
$35K 0.01%
+2,200
253
$35K 0.01%
587
254
$34K 0.01%
400
255
$34K 0.01%
510
256
$34K 0.01%
+385
257
$34K 0.01%
+525
258
$33K 0.01%
636
259
$33K 0.01%
1,047
260
$33K 0.01%
292
261
$33K 0.01%
246
262
$32K 0.01%
270
263
$32K 0.01%
240
264
$32K 0.01%
700
265
$31K 0.01%
+1,000
266
$31K 0.01%
960
267
$31K 0.01%
525
268
$28K 0.01%
475
269
$28K 0.01%
849
270
$28K 0.01%
2,080
271
$28K 0.01%
1,507
272
$26K 0.01%
435
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273
$26K 0.01%
3,500
274
$26K 0.01%
466
275
$26K 0.01%
693