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
$333M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$3M
3
+$2.92M
4
JAH
JARDEN CORPORATION
JAH
+$1.7M
5
MDT icon
Medtronic
MDT
+$1.28M

Top Sells

1
+$6.02M
2
+$4.6M
3
+$2.72M
4
HELE icon
Helen of Troy
HELE
+$1.74M
5
RHT
Red Hat Inc
RHT
+$1.32M

Sector Composition

1 Energy 13.41%
2 Consumer Staples 10.71%
3 Industrials 10.61%
4 Communication Services 9.53%
5 Healthcare 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$16K ﹤0.01%
500
277
$16K ﹤0.01%
+496
278
$16K ﹤0.01%
+495
279
$16K ﹤0.01%
+405
280
$16K ﹤0.01%
+211
281
$16K ﹤0.01%
300
282
$15K ﹤0.01%
+73
283
$15K ﹤0.01%
+453
284
$15K ﹤0.01%
1,000
285
$15K ﹤0.01%
+504
286
$15K ﹤0.01%
+168
287
$15K ﹤0.01%
+156
288
$15K ﹤0.01%
2,080
289
$15K ﹤0.01%
+259
290
$15K ﹤0.01%
+372
291
$15K ﹤0.01%
1,170
292
$15K ﹤0.01%
700
293
$15K ﹤0.01%
300
294
$14K ﹤0.01%
1,357
295
$14K ﹤0.01%
400
296
$14K ﹤0.01%
500
297
$14K ﹤0.01%
+147
298
$14K ﹤0.01%
+575
299
$14K ﹤0.01%
+561
300
$14K ﹤0.01%
+492
10 11
12
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