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
$427M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.62M
3
+$4.27M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.56M
5
ITW icon
Illinois Tool Works
ITW
+$2.93M

Top Sells

1
+$5.11M
2
+$4.59M
3
+$4.19M
4
GS icon
Goldman Sachs
GS
+$3.87M
5
BMY icon
Bristol-Myers Squibb
BMY
+$3.67M

Sector Composition

1 Industrials 14.63%
2 Consumer Staples 10.9%
3 Financials 10.88%
4 Healthcare 10.5%
5 Technology 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$26K 0.01%
300
277
$26K 0.01%
1,750
-250
278
$26K 0.01%
+2,000
279
$25K 0.01%
665
280
$24K 0.01%
375
281
$24K 0.01%
1,542
282
$24K 0.01%
200
283
$24K 0.01%
400
284
$23K 0.01%
128
285
$23K 0.01%
225
286
$23K 0.01%
+1,000
287
$23K 0.01%
264
288
$22K 0.01%
810
289
$22K 0.01%
1,000
290
$21K ﹤0.01%
778
-8
291
$21K ﹤0.01%
+194
292
$21K ﹤0.01%
300
293
$21K ﹤0.01%
824
294
$21K ﹤0.01%
434
295
$20K ﹤0.01%
381
296
$20K ﹤0.01%
+520
297
$20K ﹤0.01%
82
298
$20K ﹤0.01%
307
299
$20K ﹤0.01%
+1,301
300
$20K ﹤0.01%
200
10 11
12
13 14