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
$398M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.96M
3
+$2.92M
4
GE icon
GE Aerospace
GE
+$1.15M
5
UN
Unilever NV New York Registry Shares
UN
+$1.1M

Top Sells

1
+$3.3M
2
+$2.92M
3
+$655K
4
JAH
JARDEN CORPORATION
JAH
+$590K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$533K

Sector Composition

1 Industrials 12.29%
2 Energy 11.53%
3 Healthcare 10.28%
4 Consumer Staples 9.48%
5 Consumer Discretionary 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$27K 0.01%
153
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$27K 0.01%
1,000
278
$26K 0.01%
400
279
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72
280
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246
281
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282
$25K 0.01%
372
283
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284
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285
$25K 0.01%
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286
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287
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288
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904
289
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290
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292
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200
293
$23K 0.01%
467
294
$22K 0.01%
288
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295
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296
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298
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299
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300
$21K 0.01%
508
10 11
12
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