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
376
$27K ﹤0.01%
204
377
$27K ﹤0.01%
1,850
378
$27K ﹤0.01%
228
379
$26K ﹤0.01%
320
380
$26K ﹤0.01%
1,000
381
$26K ﹤0.01%
986
382
$25K ﹤0.01%
200
383
$25K ﹤0.01%
670
384
$24K ﹤0.01%
1,920
-640
385
$24K ﹤0.01%
133
386
$24K ﹤0.01%
372
387
$24K ﹤0.01%
525
388
$24K ﹤0.01%
577
389
$24K ﹤0.01%
200
390
$24K ﹤0.01%
+1,033
391
$23K ﹤0.01%
1,750
392
$23K ﹤0.01%
307
393
$23K ﹤0.01%
+110
394
$23K ﹤0.01%
250
-200
395
$23K ﹤0.01%
450
-129
396
$22K ﹤0.01%
383
397
$22K ﹤0.01%
+79
398
$22K ﹤0.01%
200
399
$21K ﹤0.01%
2,352
400
$21K ﹤0.01%
250
-87
14 15
16
17 18