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
$379M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.38M
3
+$2.12M
4
KMB icon
Kimberly-Clark
KMB
+$1.96M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.81M

Top Sells

1
+$8.19M
2
+$5.51M
3
+$4.27M
4
PARA
Paramount Global Class B
PARA
+$3.28M
5
NWL icon
Newell Brands
NWL
+$1.38M

Sector Composition

1 Industrials 15.31%
2 Consumer Staples 14.38%
3 Healthcare 13.81%
4 Technology 7.96%
5 Communication Services 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$16K ﹤0.01%
1,170
277
$16K ﹤0.01%
300
278
$15K ﹤0.01%
314
279
$14K ﹤0.01%
207
280
$14K ﹤0.01%
1,600
281
$14K ﹤0.01%
+82
282
$14K ﹤0.01%
1,195
283
$13K ﹤0.01%
280
284
$13K ﹤0.01%
103
285
$13K ﹤0.01%
520
286
$13K ﹤0.01%
450
287
$13K ﹤0.01%
+162
288
$13K ﹤0.01%
206
289
$13K ﹤0.01%
200
290
$12K ﹤0.01%
400
291
$12K ﹤0.01%
210
292
$11K ﹤0.01%
136
293
$11K ﹤0.01%
+110
294
$11K ﹤0.01%
1,000
295
$11K ﹤0.01%
+100
296
$11K ﹤0.01%
600
297
$11K ﹤0.01%
+300
298
$10K ﹤0.01%
76
299
$10K ﹤0.01%
+407
300
$10K ﹤0.01%
+200
10 11
12
13 14