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
$430M
AUM Growth
+$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$2.96M
3
+$2.83M
4
BDX icon
Becton Dickinson
BDX
+$2.69M
5
IRM icon
Iron Mountain
IRM
+$2.36M

Top Sells

1
+$7.39M
2
+$6.38M
3
+$3.35M
4
BAH icon
Booz Allen Hamilton
BAH
+$3.34M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.8M

Sector Composition

1 Industrials 13.63%
2 Financials 11.73%
3 Healthcare 11.57%
4 Consumer Staples 11.49%
5 Technology 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$22K 0.01%
202
+92
277
$22K 0.01%
1,227
-280
278
$22K 0.01%
400
279
$21K ﹤0.01%
200
280
$21K ﹤0.01%
824
281
$21K ﹤0.01%
207
282
$21K ﹤0.01%
82
283
$21K ﹤0.01%
1,000
284
$21K ﹤0.01%
+280
285
$21K ﹤0.01%
850
286
$21K ﹤0.01%
1,541
-1
287
$20K ﹤0.01%
+384
288
$20K ﹤0.01%
123
289
$20K ﹤0.01%
200
290
$20K ﹤0.01%
1,000
291
$19K ﹤0.01%
810
292
$19K ﹤0.01%
150
293
$18K ﹤0.01%
467
294
$18K ﹤0.01%
1,000
295
$18K ﹤0.01%
+760
296
$17K ﹤0.01%
226
297
$17K ﹤0.01%
+675
298
$17K ﹤0.01%
1,400
299
$16K ﹤0.01%
150
-75
300
$16K ﹤0.01%
206
10 11
12
13 14