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
$260M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1 +$2.99M
2 +$1.99M
3 +$1.81M
4
PM icon
Philip Morris
PM
+$1.58M
5
YHOO
Yahoo Inc
YHOO
+$1.49M

Top Sells

1 +$5.02M
2 +$4.54M
3 +$1.33M
4
SBH icon
Sally Beauty Holdings
SBH
+$1.29M
5
BX icon
Blackstone
BX
+$1.05M

Sector Composition

1 Energy 14.55%
2 Consumer Staples 13.15%
3 Consumer Discretionary 9.38%
4 Real Estate 9.06%
5 Technology 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-10,000