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
$507M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$2.79M
3
+$2.71M
4
UN
Unilever NV New York Registry Shares
UN
+$2.67M
5
MS icon
Morgan Stanley
MS
+$1.74M

Top Sells

1
+$5.71M
2
+$4.49M
3
+$3.17M
4
CADE icon
Cadence Bank
CADE
+$2.98M
5
PAYX icon
Paychex
PAYX
+$2.69M

Sector Composition

1 Financials 13.94%
2 Industrials 12.16%
3 Technology 12.14%
4 Healthcare 10.78%
5 Consumer Discretionary 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$24K ﹤0.01%
400
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591
-750
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200
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$21K ﹤0.01%
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1,500
310
$21K ﹤0.01%
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$21K ﹤0.01%
434
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$20K ﹤0.01%
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384
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450
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$20K ﹤0.01%
556
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$19K ﹤0.01%
+100
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$19K ﹤0.01%
810
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850
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$19K ﹤0.01%
400
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$18K ﹤0.01%
430
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$18K ﹤0.01%
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$18K ﹤0.01%
150
324
$18K ﹤0.01%
500
325
$18K ﹤0.01%
686
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