KPCM
Kings Point Capital Management Portfolio holdings
AUM
$1.15B
This Quarter Return
-0.82%
1 Year Return
+14.71%
3 Year Return
+79.91%
5 Year Return
+128.41%
10 Year Return
–
AUM
$413M
AUM Growth
+$413M
(+3.7%)
Cap. Flow
+$20.1M
Cap. Flow
% of AUM
4.86%
Top 10 Holdings %
Top 10 Hldgs %
27.83%
Holding
383
New
25
Increased
105
Reduced
33
Closed
29
Top Buys
| 1 |
West Pharmaceutical
WST
|
$4.76M |
| 2 |
AGN
Allergan plc
AGN
|
$4.13M |
| 3 |
Plains GP Holdings
PAGP
|
$1.67M |
| 4 |
MNK
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
|
$1.39M |
| 5 |
Starwood Property Trust
STWD
|
$1.04M |
Top Sells
| 1 |
Omnicom Group
OMC
|
$7.76M |
| 2 |
Plains All American Pipeline
PAA
|
$1.27M |
| 3 |
Aramark
ARMK
|
$1.09M |
| 4 |
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
|
$637K |
| 5 |
Baxter International
BAX
|
$462K |
Sector Composition
| 1 | Healthcare | 13.04% |
| 2 | Industrials | 11.91% |
| 3 | Energy | 11.36% |
| 4 | Consumer Staples | 9.5% |
| 5 | Consumer Discretionary | 9.18% |