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
$448M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$3.06M
3
+$2.92M
4
BDX icon
Becton Dickinson
BDX
+$2.77M
5
AME icon
Ametek
AME
+$2.51M

Top Sells

1
+$3.75M
2
+$3.08M
3
+$2.72M
4
KMB icon
Kimberly-Clark
KMB
+$2.65M
5
PAYX icon
Paychex
PAYX
+$1.79M

Sector Composition

1 Industrials 13.1%
2 Financials 12.22%
3 Healthcare 12.02%
4 Consumer Staples 9.94%
5 Technology 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$34K 0.01%
849
252
$34K 0.01%
960
253
$34K 0.01%
385
254
$34K 0.01%
240
255
$33K 0.01%
510
256
$33K 0.01%
271
-600
257
$33K 0.01%
2,080
258
$32K 0.01%
246
259
$32K 0.01%
525
260
$32K 0.01%
+1,900
261
$32K 0.01%
556
-125
262
$31K 0.01%
587
263
$30K 0.01%
525
264
$30K 0.01%
750
265
$29K 0.01%
+600
266
$28K 0.01%
257
+150
267
$28K 0.01%
694
-22
268
$28K 0.01%
+1,525
269
$28K 0.01%
+2,118
270
$28K 0.01%
200
271
$27K 0.01%
285
272
$26K 0.01%
+288
273
$26K 0.01%
665
274
$26K 0.01%
250
-26,194
275
$25K 0.01%
752
+300
9 10
11
12 13