KPCM

Kings Point Capital Management Portfolio holdings

AUM $1.15B
1-Year Est. Return 14.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$413M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$4.57M
2
+$4.05M
3
+$1.83M
4
MNK
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
+$1.45M
5
STWD icon
Starwood Property Trust
STWD
+$1.15M

Top Sells

1
+$8.43M
2
+$1.4M
3
+$1.09M
4
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$643K
5
BAX icon
Baxter International
BAX
+$456K

Sector Composition

1 Healthcare 13.04%
2 Industrials 11.91%
3 Energy 11.36%
4 Consumer Staples 9.5%
5 Consumer Discretionary 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$14K ﹤0.01%
210
327
$14K ﹤0.01%
+520
328
$14K ﹤0.01%
+300
329
$14K ﹤0.01%
450
330
$14K ﹤0.01%
150
331
$14K ﹤0.01%
+300
332
$13K ﹤0.01%
398
333
$13K ﹤0.01%
561
334
$13K ﹤0.01%
154
335
$13K ﹤0.01%
+325
336
$13K ﹤0.01%
171
337
$13K ﹤0.01%
124
338
$12K ﹤0.01%
206
339
$12K ﹤0.01%
138
340
$12K ﹤0.01%
300
341
$11K ﹤0.01%
400
342
$11K ﹤0.01%
+300
343
$11K ﹤0.01%
200
344
$11K ﹤0.01%
201
-2,103
345
$11K ﹤0.01%
438
346
$11K ﹤0.01%
+200
347
$11K ﹤0.01%
160
348
$11K ﹤0.01%
136
349
$11K ﹤0.01%
725
-265
350
$11K ﹤0.01%
+500
12 13
14
15 16