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
$507M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$2.79M
3
+$2.71M
4
UN
Unilever NV New York Registry Shares
UN
+$2.67M
5
MS icon
Morgan Stanley
MS
+$1.74M

Top Sells

1
+$5.71M
2
+$4.49M
3
+$3.17M
4
CADE icon
Cadence Bank
CADE
+$2.98M
5
PAYX icon
Paychex
PAYX
+$2.69M

Sector Composition

1 Financials 13.94%
2 Industrials 12.16%
3 Technology 12.14%
4 Healthcare 10.78%
5 Consumer Discretionary 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$17K ﹤0.01%
+1,070
327
$16K ﹤0.01%
530
328
$16K ﹤0.01%
100
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$16K ﹤0.01%
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330
$15K ﹤0.01%
100
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333
$15K ﹤0.01%
675
334
$15K ﹤0.01%
1,000
335
$15K ﹤0.01%
1,000
336
$15K ﹤0.01%
500
-2,132
337
$14K ﹤0.01%
169
338
$14K ﹤0.01%
388
339
$14K ﹤0.01%
430
340
$14K ﹤0.01%
460
341
$14K ﹤0.01%
340
342
$14K ﹤0.01%
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343
$14K ﹤0.01%
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$14K ﹤0.01%
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345
$14K ﹤0.01%
380
346
$13K ﹤0.01%
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347
$13K ﹤0.01%
360
348
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1,000
349
$13K ﹤0.01%
229
350
$13K ﹤0.01%
160
12 13
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15 16