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
$403M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$7.17M
2
+$4.45M
3
+$4.17M
4
BK icon
Bank of New York Mellon
BK
+$3.55M
5
LOB icon
Live Oak Bancshares
LOB
+$3.34M

Top Sells

1
+$6.55M
2
+$4.52M
3
+$3.59M
4
KMI icon
Kinder Morgan
KMI
+$2.65M
5
WPZ
Williams Partners L.P.
WPZ
+$1.48M

Sector Composition

1 Healthcare 16.43%
2 Industrials 14.42%
3 Consumer Staples 11.2%
4 Financials 9.93%
5 Communication Services 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$25K 0.01%
353
277
$25K 0.01%
300
278
$25K 0.01%
460
279
$24K 0.01%
636
280
$24K 0.01%
960
281
$24K 0.01%
530
282
$24K 0.01%
654
283
$23K 0.01%
1,540
284
$23K 0.01%
300
285
$22K 0.01%
525
286
$22K 0.01%
240
287
$22K 0.01%
465
288
$21K 0.01%
+945
289
$21K 0.01%
693
290
$21K 0.01%
931
291
$20K 0.01%
243
292
$20K 0.01%
+403
293
$20K 0.01%
1,283
294
$20K 0.01%
2,080
295
$20K 0.01%
778
296
$20K 0.01%
810
297
$20K 0.01%
+138
298
$20K 0.01%
200
299
$19K ﹤0.01%
2,862
-1,000
300
$19K ﹤0.01%
+451
10 11
12
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