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
$675M
AUM Growth
+$86.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$2.87M
3
+$2.72M
4
AAPL icon
Apple
AAPL
+$2.43M
5
AMZN icon
Amazon
AMZN
+$1.87M

Top Sells

1
+$852K
2
+$680K
3
+$513K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$340K
5
CL icon
Colgate-Palmolive
CL
+$237K

Sector Composition

1 Technology 16.53%
2 Industrials 12.17%
3 Financials 11.87%
4 Healthcare 11.39%
5 Communication Services 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$66K 0.01%
2,000
277
$65K 0.01%
650
278
$65K 0.01%
1,104
279
$64K 0.01%
300
280
$64K 0.01%
1,830
281
$63K 0.01%
1,005
+4
282
$63K 0.01%
5,501
283
$62K 0.01%
1,151
284
$62K 0.01%
1,184
-1,286
285
$61K 0.01%
825
+500
286
$60K 0.01%
407
-27
287
$59K 0.01%
1,524
288
$58K 0.01%
3,539
-807
289
$58K 0.01%
2,379
290
$58K 0.01%
+2,150
291
$58K 0.01%
+856
292
$57K 0.01%
650
293
$57K 0.01%
8,610
294
$56K 0.01%
535
295
$55K 0.01%
1,500
296
$55K 0.01%
266
297
$55K 0.01%
860
298
$54K 0.01%
700
299
$53K 0.01%
320
300
$53K 0.01%
615
10 11
12
13 14