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
$448M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$3.06M
3
+$2.92M
4
BDX icon
Becton Dickinson
BDX
+$2.77M
5
AME icon
Ametek
AME
+$2.51M

Top Sells

1
+$3.75M
2
+$3.08M
3
+$2.72M
4
KMB icon
Kimberly-Clark
KMB
+$2.65M
5
PAYX icon
Paychex
PAYX
+$1.79M

Sector Composition

1 Industrials 13.1%
2 Financials 12.22%
3 Healthcare 12.02%
4 Consumer Staples 9.94%
5 Technology 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$11K ﹤0.01%
+139
352
$11K ﹤0.01%
360
353
$11K ﹤0.01%
+124
354
$11K ﹤0.01%
211
355
$11K ﹤0.01%
1,000
356
$11K ﹤0.01%
160
357
$11K ﹤0.01%
+219
358
$11K ﹤0.01%
210
359
$10K ﹤0.01%
195
-38
360
– –
-250
361
– –
-600
362
– –
-313
363
– –
-200
364
– –
-2,198
365
– –
-1,225
366
– –
-450
367
– –
-37,400
368
– –
-563
369
– –
-1,000
370
– –
-854
371
– –
-1,696
372
– –
-760
373
– –
-1,000
374
– –
-2,000
375
– –
-8,000
12 13 14
15
16