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
$413M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$4.13M
3
+$1.67M
4
MNK
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
+$1.39M
5
STWD icon
Starwood Property Trust
STWD
+$1.04M

Top Sells

1
+$7.76M
2
+$1.27M
3
+$1.09M
4
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$637K
5
BAX icon
Baxter International
BAX
+$462K

Sector Composition

1 Healthcare 13.04%
2 Industrials 11.91%
3 Energy 11.36%
4 Consumer Staples 9.5%
5 Consumer Discretionary 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$26K 0.01%
+275
277
$26K 0.01%
+212
278
$26K 0.01%
300
279
$26K 0.01%
+530
280
$26K 0.01%
+654
281
$26K 0.01%
1,374
282
$25K 0.01%
617
283
$25K 0.01%
693
284
$25K 0.01%
1,000
285
$25K 0.01%
1,350
286
$25K 0.01%
400
287
$24K 0.01%
59
288
$24K 0.01%
200
289
$24K 0.01%
+458
290
$23K 0.01%
+214
291
$23K 0.01%
240
292
$22K 0.01%
267
293
$22K 0.01%
288
294
$22K 0.01%
243
295
$20K ﹤0.01%
372
296
$20K ﹤0.01%
508
297
$19K ﹤0.01%
467
298
$19K ﹤0.01%
666
299
$19K ﹤0.01%
106
300
$19K ﹤0.01%
2,080
10 11
12
13 14