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
$427M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.62M
3
+$4.27M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.56M
5
ITW icon
Illinois Tool Works
ITW
+$2.93M

Top Sells

1
+$5.11M
2
+$4.59M
3
+$4.19M
4
GS icon
Goldman Sachs
GS
+$3.87M
5
BMY icon
Bristol-Myers Squibb
BMY
+$3.67M

Sector Composition

1 Industrials 14.63%
2 Consumer Staples 10.9%
3 Financials 10.88%
4 Healthcare 10.5%
5 Technology 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$14K ﹤0.01%
280
327
$13K ﹤0.01%
210
328
$13K ﹤0.01%
82
329
$13K ﹤0.01%
+675
330
$12K ﹤0.01%
+500
331
$12K ﹤0.01%
400
332
$12K ﹤0.01%
500
333
$12K ﹤0.01%
+227
334
$12K ﹤0.01%
110
335
$12K ﹤0.01%
103
336
$12K ﹤0.01%
407
337
$12K ﹤0.01%
600
338
$12K ﹤0.01%
+375
339
$11K ﹤0.01%
+2,000
340
$11K ﹤0.01%
+200
341
$10K ﹤0.01%
+504
342
$10K ﹤0.01%
+175
343
$10K ﹤0.01%
1,000
344
$10K ﹤0.01%
+485
345
$10K ﹤0.01%
+477
346
$10K ﹤0.01%
+475
347
$10K ﹤0.01%
+497
348
$10K ﹤0.01%
+477
349
$10K ﹤0.01%
+500
350
$10K ﹤0.01%
+490
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