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
$393M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$4.64M
3
+$4.22M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.16M
5
PAYX icon
Paychex
PAYX
+$1.26M

Top Sells

1
+$10.4M
2
+$4.67M
3
+$3.51M
4
COP icon
ConocoPhillips
COP
+$3.26M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$2.08M

Sector Composition

1 Healthcare 16.92%
2 Industrials 15.15%
3 Consumer Staples 13.18%
4 Financials 9.46%
5 Communication Services 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$17K ﹤0.01%
850
277
$17K ﹤0.01%
931
278
$17K ﹤0.01%
400
279
$16K ﹤0.01%
350
-100
280
$16K ﹤0.01%
693
281
$16K ﹤0.01%
+27
282
$16K ﹤0.01%
+1,170
283
$16K ﹤0.01%
106
-32
284
$16K ﹤0.01%
+489
285
$16K ﹤0.01%
476
286
$15K ﹤0.01%
381
287
$15K ﹤0.01%
+318
288
$15K ﹤0.01%
200
-475
289
$15K ﹤0.01%
232
290
$15K ﹤0.01%
898
291
$15K ﹤0.01%
755
292
$15K ﹤0.01%
207
293
$15K ﹤0.01%
200
294
$15K ﹤0.01%
1,000
295
$15K ﹤0.01%
175
296
$15K ﹤0.01%
458
297
$14K ﹤0.01%
810
298
$14K ﹤0.01%
356
299
$14K ﹤0.01%
+309
300
$13K ﹤0.01%
467
10 11
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