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
$398M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.96M
3
+$2.92M
4
GE icon
GE Aerospace
GE
+$1.15M
5
UN
Unilever NV New York Registry Shares
UN
+$1.1M

Top Sells

1
+$3.3M
2
+$2.92M
3
+$655K
4
JAH
JARDEN CORPORATION
JAH
+$590K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$533K

Sector Composition

1 Industrials 12.29%
2 Energy 11.53%
3 Healthcare 10.28%
4 Consumer Staples 9.48%
5 Consumer Discretionary 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$11K ﹤0.01%
164
352
$11K ﹤0.01%
400
353
$10K ﹤0.01%
1,357
354
$10K ﹤0.01%
+277
355
$10K ﹤0.01%
+200
356
$10K ﹤0.01%
+1,000
357
$10K ﹤0.01%
+300
358
$10K ﹤0.01%
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359
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