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
$589M
AUM Growth
+$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$3.41M
3
+$3.11M
4
SAP icon
SAP
SAP
+$3.09M
5
AMZN icon
Amazon
AMZN
+$2.65M

Top Sells

1
+$6.71M
2
+$5.21M
3
+$874K
4
NLY icon
Annaly Capital Management
NLY
+$319K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$312K

Sector Composition

1 Technology 15.35%
2 Industrials 13.08%
3 Financials 12.09%
4 Healthcare 10.93%
5 Communication Services 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$37K 0.01%
200
327
$37K 0.01%
+1,500
328
$37K 0.01%
+1,350
329
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765
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330
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$35K 0.01%
273
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333
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334
$35K 0.01%
627
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335
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336
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337
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338
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339
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340
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341
$32K 0.01%
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343
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325
344
$30K 0.01%
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345
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347
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$28K ﹤0.01%
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$28K ﹤0.01%
486
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