KPCM
Kings Point Capital Management Portfolio holdings
AUM
$1.15B
This Quarter Return
+6.71%
1 Year Return
+14.71%
3 Year Return
+79.91%
5 Year Return
+128.41%
10 Year Return
–
AUM
$333M
AUM Growth
+$333M
(+8.3%)
Cap. Flow
+$21.3M
Cap. Flow
% of AUM
6.42%
Top 10 Holdings %
Top 10 Hldgs %
30.9%
Holding
341
New
68
Increased
101
Reduced
32
Closed
17
Top Buys
| 1 |
Apple
AAPL
|
$12M |
| 2 |
PARA
Paramount Global Class B
PARA
|
$3.69M |
| 3 |
Thermo Fisher Scientific
TMO
|
$3M |
| 4 |
NLSN
Nielsen Holdings plc
NLSN
|
$2.92M |
| 5 |
JAH
JARDEN CORPORATION
JAH
|
$1.7M |
Top Sells
| 1 |
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
|
$6.02M |
| 2 |
Church & Dwight Co
CHD
|
$4.6M |
| 3 |
CHK
Chesapeake Energy Corporation
CHK
|
$2.72M |
| 4 |
Helen of Troy
HELE
|
$1.74M |
| 5 |
RHT
Red Hat Inc
RHT
|
$1.33M |
Sector Composition
| 1 | Energy | 13.41% |
| 2 | Consumer Staples | 10.71% |
| 3 | Industrials | 10.61% |
| 4 | Communication Services | 9.53% |
| 5 | Healthcare | 9.4% |
