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
$413M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$4.13M
3
+$1.67M
4
MNK
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
+$1.39M
5
STWD icon
Starwood Property Trust
STWD
+$1.04M

Top Sells

1
+$7.76M
2
+$1.27M
3
+$1.09M
4
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$637K
5
BAX icon
Baxter International
BAX
+$462K

Sector Composition

1 Healthcare 13.04%
2 Industrials 11.91%
3 Energy 11.36%
4 Consumer Staples 9.5%
5 Consumer Discretionary 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$18K ﹤0.01%
500
302
$18K ﹤0.01%
824
303
$18K ﹤0.01%
867
304
$18K ﹤0.01%
+778
305
$18K ﹤0.01%
180
306
$18K ﹤0.01%
947
+419
307
$18K ﹤0.01%
850
308
$18K ﹤0.01%
2,000
309
$18K ﹤0.01%
300
310
$17K ﹤0.01%
+325
311
$17K ﹤0.01%
200
312
$17K ﹤0.01%
+225
313
$17K ﹤0.01%
600
314
$16K ﹤0.01%
433
315
$16K ﹤0.01%
232
316
$16K ﹤0.01%
200
317
$16K ﹤0.01%
300
318
$15K ﹤0.01%
381
319
$15K ﹤0.01%
+182
320
$15K ﹤0.01%
356
321
$15K ﹤0.01%
708
322
$15K ﹤0.01%
1,195
323
$15K ﹤0.01%
600
324
$15K ﹤0.01%
1,170
325
$15K ﹤0.01%
496
11 12
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