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
$589M
AUM Growth
+$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$3.41M
3
+$3.11M
4
SAP icon
SAP
SAP
+$3.09M
5
AMZN icon
Amazon
AMZN
+$2.65M

Top Sells

1
+$6.71M
2
+$5.21M
3
+$874K
4
NLY icon
Annaly Capital Management
NLY
+$319K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$312K

Sector Composition

1 Technology 15.35%
2 Industrials 13.08%
3 Financials 12.09%
4 Healthcare 10.93%
5 Communication Services 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$22K ﹤0.01%
+1,000
377
$22K ﹤0.01%
3,000
378
$22K ﹤0.01%
+372
379
$22K ﹤0.01%
+433
380
$22K ﹤0.01%
325
381
$21K ﹤0.01%
+1,087
382
$21K ﹤0.01%
1,000
383
$21K ﹤0.01%
133
-11
384
$21K ﹤0.01%
1,750
385
$21K ﹤0.01%
+200
386
$21K ﹤0.01%
670
+263
387
$21K ﹤0.01%
300
388
$20K ﹤0.01%
709
-61
389
$20K ﹤0.01%
+148
390
$20K ﹤0.01%
2,000
391
$19K ﹤0.01%
+127
392
$19K ﹤0.01%
2,352
393
$19K ﹤0.01%
1,500
394
$19K ﹤0.01%
+706
395
$19K ﹤0.01%
177
+76
396
$19K ﹤0.01%
1,000
397
$19K ﹤0.01%
1,070
398
$19K ﹤0.01%
810
399
$19K ﹤0.01%
+400
400
$18K ﹤0.01%
915
-30
14 15
16
17 18