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
$507M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$2.79M
3
+$2.71M
4
UN
Unilever NV New York Registry Shares
UN
+$2.67M
5
MS icon
Morgan Stanley
MS
+$1.74M

Top Sells

1
+$5.71M
2
+$4.49M
3
+$3.17M
4
CADE icon
Cadence Bank
CADE
+$2.98M
5
PAYX icon
Paychex
PAYX
+$2.69M

Sector Composition

1 Financials 13.94%
2 Industrials 12.16%
3 Technology 12.14%
4 Healthcare 10.78%
5 Consumer Discretionary 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$31K 0.01%
664
277
$31K 0.01%
140
278
$31K 0.01%
253
279
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271
280
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375
281
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525
282
$30K 0.01%
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284
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786
285
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$29K 0.01%
510
287
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306
288
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202
289
$28K 0.01%
400
290
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525
291
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292
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127
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$27K 0.01%
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294
$26K 0.01%
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295
$26K 0.01%
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296
$25K ﹤0.01%
500
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$25K ﹤0.01%
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$25K ﹤0.01%
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$25K ﹤0.01%
4,240
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