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
$430M
AUM Growth
+$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$2.79M
3
+$2.68M
4
BDX icon
Becton Dickinson
BDX
+$2.58M
5
IRM icon
Iron Mountain
IRM
+$2.41M

Top Sells

1
+$7.71M
2
+$5.94M
3
+$3.7M
4
NLSN
Nielsen Holdings plc
NLSN
+$3.44M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.75M

Sector Composition

1 Industrials 13.63%
2 Financials 11.73%
3 Healthcare 11.57%
4 Consumer Staples 11.49%
5 Technology 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$12K ﹤0.01%
+456
327
$11K ﹤0.01%
+107
328
$11K ﹤0.01%
+360
329
$11K ﹤0.01%
+422
330
$10K ﹤0.01%
+160
331
$10K ﹤0.01%
1,000
332
– –
-700
333
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-1,140
334
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-1,000
335
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336
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337
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-1,155
338
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-520
339
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340
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341
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342
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343
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344
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345
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346
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-1,967
347
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-2,803
348
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349
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350
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-3,500
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