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
$448M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$3.06M
3
+$2.92M
4
BDX icon
Becton Dickinson
BDX
+$2.77M
5
AME icon
Ametek
AME
+$2.51M

Top Sells

1
+$3.75M
2
+$3.08M
3
+$2.72M
4
KMB icon
Kimberly-Clark
KMB
+$2.65M
5
PAYX icon
Paychex
PAYX
+$1.79M

Sector Composition

1 Industrials 13.1%
2 Financials 12.22%
3 Healthcare 12.02%
4 Consumer Staples 9.94%
5 Technology 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$19K ﹤0.01%
2,000
302
$19K ﹤0.01%
+241
303
$19K ﹤0.01%
+305
304
$19K ﹤0.01%
+4,240
305
$19K ﹤0.01%
+1,300
306
$19K ﹤0.01%
1,227
307
$18K ﹤0.01%
+400
308
$18K ﹤0.01%
200
309
$18K ﹤0.01%
150
310
$18K ﹤0.01%
678
+3
311
$18K ﹤0.01%
252
-300
312
$18K ﹤0.01%
1,400
313
$17K ﹤0.01%
+307
314
$17K ﹤0.01%
150
315
$17K ﹤0.01%
+265
316
$17K ﹤0.01%
226
317
$17K ﹤0.01%
+182
318
$16K ﹤0.01%
528
+8
319
$16K ﹤0.01%
206
320
$16K ﹤0.01%
1,170
321
$15K ﹤0.01%
+100
322
$15K ﹤0.01%
+6,000
323
$15K ﹤0.01%
+750
324
$15K ﹤0.01%
+338
325
$15K ﹤0.01%
1,000
11 12
13
14 15