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
$430M
AUM Growth
+$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$2.96M
3
+$2.83M
4
BDX icon
Becton Dickinson
BDX
+$2.69M
5
IRM icon
Iron Mountain
IRM
+$2.36M

Top Sells

1
+$7.39M
2
+$6.38M
3
+$3.35M
4
BAH icon
Booz Allen Hamilton
BAH
+$3.34M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.8M

Sector Composition

1 Industrials 13.63%
2 Financials 11.73%
3 Healthcare 11.57%
4 Consumer Staples 11.49%
5 Technology 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$32K 0.01%
960
252
$32K 0.01%
306
+144
253
$32K 0.01%
246
254
$32K 0.01%
525
255
$32K 0.01%
587
256
$31K 0.01%
690
257
$30K 0.01%
2,080
258
$30K 0.01%
750
259
$29K 0.01%
849
260
$29K 0.01%
525
261
$28K 0.01%
400
-350
262
$28K 0.01%
854
-1,000
263
$27K 0.01%
466
264
$27K 0.01%
200
265
$26K 0.01%
665
266
$25K 0.01%
300
267
$25K 0.01%
285
-115
268
$24K 0.01%
475
269
$24K 0.01%
693
270
$23K 0.01%
307
271
$23K 0.01%
434
272
$22K 0.01%
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273
$22K 0.01%
300
274
$22K 0.01%
375
275
$22K 0.01%
1,301
9 10
11
12 13