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
$589M
AUM Growth
+$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1 +$6.75M
2 +$3.41M
3 +$3.11M
4
SAP icon
SAP
SAP
+$3.09M
5
AMZN icon
Amazon
AMZN
+$2.65M

Top Sells

1 +$6.71M
2 +$5.21M
3 +$874K
4
NLY icon
Annaly Capital Management
NLY
+$319K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$312K

Sector Composition

1 Technology 15.35%
2 Industrials 13.08%
3 Financials 12.09%
4 Healthcare 10.93%
5 Communication Services 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$46K 0.01%
746
302
$45K 0.01%
+1,286
303
$44K 0.01%
242
304
$44K 0.01%
1,060
305
$44K 0.01%
+1,004
306
$43K 0.01%
430
+322
307
$43K 0.01%
654
308
$42K 0.01%
443
309
$42K 0.01%
+150
310
$42K 0.01%
282
+132
311
$42K 0.01%
250
312
$41K 0.01%
1,877
313
$41K 0.01%
991
314
$40K 0.01%
2,028
+519
315
$40K 0.01%
450
+200
316
$40K 0.01%
613
+399
317
$40K 0.01%
400
318
$39K 0.01%
691
+403
319
$39K 0.01%
18,440
320
$39K 0.01%
750
-250
321
$38K 0.01%
2,560
322
$38K 0.01%
518
323
$38K 0.01%
1,112
+288
324
$38K 0.01%
1,546
325
$37K 0.01%
+324