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

Top Buys

1
+$3.18M
2
+$2.96M
3
+$2.83M
4
BDX icon
Becton Dickinson
BDX
+$2.69M
5
IRM icon
Iron Mountain
IRM
+$2.36M

Top Sells

1
+$7.39M
2
+$6.38M
3
+$3.35M
4
BAH icon
Booz Allen Hamilton
BAH
+$3.34M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.8M

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%
1,000
331
$10K ﹤0.01%
+160
332
– –
-2,803
333
– –
-2,000
334
– –
-227
335
– –
-3,500
336
– –
-500
337
– –
-2,000
338
– –
-1,155
339
– –
-2,556
340
– –
-662
341
– –
-300
342
– –
-500
343
– –
-1,000
344
– –
-2,000
345
– –
-485
346
– –
-477
347
– –
-475
348
– –
-1,658
349
– –
-520
350
– –
-1,200
11 12 13
14
15