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
$675M
AUM Growth
+$86.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$2.87M
3
+$2.72M
4
AAPL icon
Apple
AAPL
+$2.43M
5
AMZN icon
Amazon
AMZN
+$1.87M

Top Sells

1
+$852K
2
+$680K
3
+$513K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$340K
5
CL icon
Colgate-Palmolive
CL
+$237K

Sector Composition

1 Technology 16.53%
2 Industrials 12.17%
3 Financials 11.87%
4 Healthcare 11.39%
5 Communication Services 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$35K 0.01%
+1,016
352
$35K 0.01%
167
353
$34K 0.01%
417
354
$34K 0.01%
300
355
$34K 0.01%
800
356
$33K ﹤0.01%
+857
357
$33K ﹤0.01%
136
358
$32K ﹤0.01%
900
359
$32K ﹤0.01%
206
360
$31K ﹤0.01%
737
+119
361
$30K ﹤0.01%
1,000
362
$30K ﹤0.01%
229
363
$29K ﹤0.01%
231
-11
364
$29K ﹤0.01%
50
365
$29K ﹤0.01%
511
-622
366
$29K ﹤0.01%
1,500
367
$28K ﹤0.01%
325
368
$28K ﹤0.01%
450
369
$28K ﹤0.01%
300
370
$27K ﹤0.01%
400
371
$27K ﹤0.01%
3,000
372
$27K ﹤0.01%
824
-288
373
$27K ﹤0.01%
486
374
$27K ﹤0.01%
400
375
$27K ﹤0.01%
18,440
13 14
15
16 17