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
$398M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.96M
3
+$2.92M
4
GE icon
GE Aerospace
GE
+$1.15M
5
UN
Unilever NV New York Registry Shares
UN
+$1.1M

Top Sells

1
+$3.3M
2
+$2.92M
3
+$655K
4
JAH
JARDEN CORPORATION
JAH
+$590K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$533K

Sector Composition

1 Industrials 12.29%
2 Energy 11.53%
3 Healthcare 10.28%
4 Consumer Staples 9.48%
5 Consumer Discretionary 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$15K ﹤0.01%
398
327
$15K ﹤0.01%
+356
328
$15K ﹤0.01%
206
329
$15K ﹤0.01%
600
330
$15K ﹤0.01%
+185
331
$15K ﹤0.01%
210
332
$14K ﹤0.01%
450
333
$14K ﹤0.01%
708
334
$14K ﹤0.01%
171
+46
335
$14K ﹤0.01%
496
336
$14K ﹤0.01%
+2,000
337
$13K ﹤0.01%
561
338
$13K ﹤0.01%
528
339
$13K ﹤0.01%
+138
340
$13K ﹤0.01%
+124
341
$13K ﹤0.01%
+163
342
$13K ﹤0.01%
+565
343
$12K ﹤0.01%
67
344
$12K ﹤0.01%
438
345
$12K ﹤0.01%
517
346
$12K ﹤0.01%
160
347
$12K ﹤0.01%
+200
348
$11K ﹤0.01%
154
349
$11K ﹤0.01%
+136
350
$11K ﹤0.01%
276
12 13
14
15 16