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
$393M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$4.64M
3
+$4.22M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.16M
5
PAYX icon
Paychex
PAYX
+$1.26M

Top Sells

1
+$10.4M
2
+$4.67M
3
+$3.51M
4
COP icon
ConocoPhillips
COP
+$3.26M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$2.08M

Sector Composition

1 Healthcare 16.92%
2 Industrials 15.15%
3 Consumer Staples 13.18%
4 Financials 9.46%
5 Communication Services 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$13K ﹤0.01%
100
302
$13K ﹤0.01%
92
303
$13K ﹤0.01%
520
304
$13K ﹤0.01%
280
-250
305
$13K ﹤0.01%
600
306
$13K ﹤0.01%
300
307
$12K ﹤0.01%
450
308
$12K ﹤0.01%
136
309
$12K ﹤0.01%
206
310
$12K ﹤0.01%
354
311
$12K ﹤0.01%
4,500
312
$11K ﹤0.01%
400
313
$11K ﹤0.01%
+925
314
$11K ﹤0.01%
1,195
315
$11K ﹤0.01%
103
316
$11K ﹤0.01%
400
317
$10K ﹤0.01%
+200
318
$10K ﹤0.01%
180
319
– –
-885
320
– –
-5,000
321
– –
-2,300
322
– –
-160
323
– –
-270
324
– –
-1,121
325
– –
-600
11 12
13
14 15