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
$430M
AUM Growth
+$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$2.96M
3
+$2.83M
4
BDX icon
Becton Dickinson
BDX
+$2.69M
5
IRM icon
Iron Mountain
IRM
+$2.36M

Top Sells

1
+$7.39M
2
+$6.38M
3
+$3.35M
4
BAH icon
Booz Allen Hamilton
BAH
+$3.34M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.8M

Sector Composition

1 Industrials 13.63%
2 Financials 11.73%
3 Healthcare 11.57%
4 Consumer Staples 11.49%
5 Technology 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$16K ﹤0.01%
675
302
$16K ﹤0.01%
1,170
303
$15K ﹤0.01%
250
-131
304
$15K ﹤0.01%
2,000
305
$15K ﹤0.01%
520
306
$15K ﹤0.01%
452
+2
307
$15K ﹤0.01%
563
308
$15K ﹤0.01%
1,000
-750
309
$15K ﹤0.01%
1,195
310
$15K ﹤0.01%
200
311
$15K ﹤0.01%
931
312
$14K ﹤0.01%
+450
313
$14K ﹤0.01%
314
314
$14K ﹤0.01%
280
315
$13K ﹤0.01%
+100
316
$13K ﹤0.01%
600
317
$13K ﹤0.01%
400
318
$13K ﹤0.01%
+233
319
$13K ﹤0.01%
+1,347
320
$13K ﹤0.01%
103
321
$13K ﹤0.01%
407
322
$13K ﹤0.01%
210
323
$12K ﹤0.01%
375
324
$12K ﹤0.01%
+340
325
$12K ﹤0.01%
200
11 12
13
14 15