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
$391M
AUM Growth
-$2.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$1.91M
3
+$1.87M
4
AON icon
Aon
AON
+$1.86M
5
NEE icon
NextEra Energy
NEE
+$1.47M

Top Sells

1
+$5.37M
2
+$4.57M
3
+$3.46M
4
BK icon
Bank of New York Mellon
BK
+$3.29M
5
AGN
Allergan plc
AGN
+$2.74M

Sector Composition

1 Industrials 14.95%
2 Healthcare 14.6%
3 Consumer Staples 13.34%
4 Financials 8.89%
5 Communication Services 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$13K ﹤0.01%
206
302
$13K ﹤0.01%
27
303
$13K ﹤0.01%
800
-4,000
304
$13K ﹤0.01%
+314
305
$13K ﹤0.01%
280
306
$13K ﹤0.01%
309
307
$13K ﹤0.01%
354
308
$12K ﹤0.01%
92
309
$12K ﹤0.01%
+76
310
$12K ﹤0.01%
+342
311
$12K ﹤0.01%
103
312
$11K ﹤0.01%
+615
313
$11K ﹤0.01%
+1,600
314
$11K ﹤0.01%
+600
315
$11K ﹤0.01%
136
316
$11K ﹤0.01%
1,195
317
$11K ﹤0.01%
400
318
$11K ﹤0.01%
+210
319
$10K ﹤0.01%
400
320
$10K ﹤0.01%
925
321
$10K ﹤0.01%
+131
322
$10K ﹤0.01%
+1,000
323
– –
-100
324
– –
-325
325
– –
-1,000
10 11 12
13
14