KPCM
Kings Point Capital Management Portfolio holdings
AUM
$1.15B
This Quarter Return
+3.79%
1 Year Return
+14.71%
3 Year Return
+79.91%
5 Year Return
+128.41%
10 Year Return
–
AUM
$430M
AUM Growth
+$430M
(+0.73%)
Cap. Flow
-$8.67M
Cap. Flow
% of AUM
-2.02%
Top 10 Holdings %
Top 10 Hldgs %
24.59%
Holding
370
New
20
Increased
81
Reduced
75
Closed
39
Top Buys
| 1 |
Alibaba
BABA
|
$3.18M |
| 2 |
Wells Fargo
WFC
|
$2.96M |
| 3 |
Avery Dennison
AVY
|
$2.83M |
| 4 |
Becton Dickinson
BDX
|
$2.69M |
| 5 |
Iron Mountain
IRM
|
$2.36M |
Top Sells
| 1 |
Verizon
VZ
|
$7.39M |
| 2 |
Hanesbrands
HBI
|
$6.38M |
| 3 |
NLSN
Nielsen Holdings plc
NLSN
|
$3.35M |
| 4 |
Booz Allen Hamilton
BAH
|
$3.34M |
| 5 |
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% |
