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
$427M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1 +$5.01M
2 +$4.62M
3 +$4.27M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.56M
5
ITW icon
Illinois Tool Works
ITW
+$2.93M

Top Sells

1 +$5.11M
2 +$4.59M
3 +$4.19M
4
GS icon
Goldman Sachs
GS
+$3.87M
5
BMY icon
Bristol-Myers Squibb
BMY
+$3.67M

Sector Composition

1 Industrials 14.63%
2 Consumer Staples 10.9%
3 Financials 10.88%
4 Healthcare 10.5%
5 Technology 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$20K ﹤0.01%
750
302
$20K ﹤0.01%
850
303
$19K ﹤0.01%
200
304
$19K ﹤0.01%
207
305
$19K ﹤0.01%
314
306
$18K ﹤0.01%
467
307
$18K ﹤0.01%
+563
308
$18K ﹤0.01%
1,000
309
$18K ﹤0.01%
150
310
$18K ﹤0.01%
358
-357
311
$18K ﹤0.01%
931
312
$17K ﹤0.01%
+5,000
313
$17K ﹤0.01%
226
314
$17K ﹤0.01%
123
315
$16K ﹤0.01%
+414
316
$16K ﹤0.01%
300
317
$15K ﹤0.01%
520
318
$15K ﹤0.01%
206
319
$15K ﹤0.01%
1,195
320
$15K ﹤0.01%
1,170
321
$15K ﹤0.01%
+1,400
322
$14K ﹤0.01%
200
323
$14K ﹤0.01%
280
324
$14K ﹤0.01%
2,000
325
$14K ﹤0.01%
450