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
$333M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$3M
3
+$2.92M
4
JAH
JARDEN CORPORATION
JAH
+$1.7M
5
MDT icon
Medtronic
MDT
+$1.28M

Top Sells

1
+$6.02M
2
+$4.6M
3
+$2.72M
4
HELE icon
Helen of Troy
HELE
+$1.74M
5
RHT
Red Hat Inc
RHT
+$1.32M

Sector Composition

1 Energy 13.41%
2 Consumer Staples 10.71%
3 Industrials 10.61%
4 Communication Services 9.53%
5 Healthcare 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$14K ﹤0.01%
+276
302
$14K ﹤0.01%
2,000
303
$14K ﹤0.01%
210
304
$13K ﹤0.01%
517
305
$13K ﹤0.01%
236
-182
306
$13K ﹤0.01%
206
307
$13K ﹤0.01%
600
308
$13K ﹤0.01%
2,000
309
$12K ﹤0.01%
+75
310
$12K ﹤0.01%
125
311
$12K ﹤0.01%
256
312
$12K ﹤0.01%
223
313
$12K ﹤0.01%
+135
314
$12K ﹤0.01%
164
315
$12K ﹤0.01%
1,350
316
$11K ﹤0.01%
400
317
$11K ﹤0.01%
+67
318
$11K ﹤0.01%
+370
319
$11K ﹤0.01%
136
320
$11K ﹤0.01%
200
321
$11K ﹤0.01%
+254
322
$10K ﹤0.01%
+206
323
$10K ﹤0.01%
+290
324
– –
-133,144
325
– –
-179
10 11 12
13
14