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
$403M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$7.17M
2
+$4.45M
3
+$4.17M
4
BK icon
Bank of New York Mellon
BK
+$3.55M
5
LOB icon
Live Oak Bancshares
LOB
+$3.34M

Top Sells

1
+$6.55M
2
+$4.52M
3
+$3.59M
4
KMI icon
Kinder Morgan
KMI
+$2.65M
5
WPZ
Williams Partners L.P.
WPZ
+$1.48M

Sector Composition

1 Healthcare 16.43%
2 Industrials 14.42%
3 Consumer Staples 11.2%
4 Financials 9.93%
5 Communication Services 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$19K ﹤0.01%
1,350
302
$19K ﹤0.01%
400
303
$18K ﹤0.01%
666
304
$18K ﹤0.01%
+755
305
$18K ﹤0.01%
+476
306
$18K ﹤0.01%
35,000
307
$17K ﹤0.01%
898
308
$17K ﹤0.01%
600
309
$17K ﹤0.01%
150
310
$17K ﹤0.01%
200
311
$16K ﹤0.01%
381
312
$16K ﹤0.01%
467
313
$16K ﹤0.01%
232
314
$16K ﹤0.01%
947
315
$16K ﹤0.01%
175
316
$16K ﹤0.01%
+4,500
317
$15K ﹤0.01%
600
318
$15K ﹤0.01%
325
319
$15K ﹤0.01%
225
320
$15K ﹤0.01%
850
321
$15K ﹤0.01%
458
322
$14K ﹤0.01%
810
323
$14K ﹤0.01%
356
324
$14K ﹤0.01%
207
325
$14K ﹤0.01%
180
11 12
13
14 15