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
$405M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1 +$7.49M
2 +$6.8M
3 +$5.81M
4
GS icon
Goldman Sachs
GS
+$4.34M
5
AMZN icon
Amazon
AMZN
+$3.74M

Top Sells

1 +$5.08M
2 +$2.57M
3 +$2.48M
4
AGN
Allergan plc
AGN
+$2.32M
5
KMB icon
Kimberly-Clark
KMB
+$1.66M

Sector Composition

1 Industrials 14.47%
2 Healthcare 11.72%
3 Consumer Staples 11.51%
4 Financials 10.12%
5 Energy 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$17K ﹤0.01%
+786
277
$17K ﹤0.01%
467
278
$17K ﹤0.01%
207
279
$17K ﹤0.01%
434
280
$16K ﹤0.01%
226
-169
281
$16K ﹤0.01%
300
282
$16K ﹤0.01%
458
283
$15K ﹤0.01%
1,195
284
$15K ﹤0.01%
200
285
$15K ﹤0.01%
1,170
286
$14K ﹤0.01%
600
287
$14K ﹤0.01%
2,000
288
$14K ﹤0.01%
520
289
$14K ﹤0.01%
+1,000
290
$14K ﹤0.01%
280
291
$13K ﹤0.01%
206
292
$13K ﹤0.01%
82
293
$13K ﹤0.01%
+150
294
$12K ﹤0.01%
+500
295
$12K ﹤0.01%
450
296
$12K ﹤0.01%
136
297
$12K ﹤0.01%
210
298
$11K ﹤0.01%
400
299
$11K ﹤0.01%
162
300
$11K ﹤0.01%
123
-450