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
$403M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$7.17M
2
+$4.45M
3
+$4.17M
4
BK icon
Bank of New York Mellon
BK
+$3.55M
5
LOB icon
Live Oak Bancshares
LOB
+$3.34M

Top Sells

1
+$6.55M
2
+$4.52M
3
+$3.59M
4
KMI icon
Kinder Morgan
KMI
+$2.65M
5
WPZ
Williams Partners L.P.
WPZ
+$1.48M

Sector Composition

1 Healthcare 16.43%
2 Industrials 14.42%
3 Consumer Staples 11.2%
4 Financials 9.93%
5 Communication Services 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$14K ﹤0.01%
1,195
327
$14K ﹤0.01%
200
328
$14K ﹤0.01%
600
329
$14K ﹤0.01%
300
330
$14K ﹤0.01%
103
331
$13K ﹤0.01%
+160
332
$13K ﹤0.01%
100
333
$13K ﹤0.01%
+92
334
$13K ﹤0.01%
520
335
$13K ﹤0.01%
1,000
336
$12K ﹤0.01%
277
337
$12K ﹤0.01%
500
338
$12K ﹤0.01%
438
339
$12K ﹤0.01%
450
340
$12K ﹤0.01%
138
341
$12K ﹤0.01%
+354
342
$12K ﹤0.01%
210
343
$11K ﹤0.01%
136
344
$11K ﹤0.01%
206
345
$11K ﹤0.01%
+363
346
$11K ﹤0.01%
400
347
$10K ﹤0.01%
400
348
$10K ﹤0.01%
+103
349
$10K ﹤0.01%
+1,000
350
– –
-300
12 13
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