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
401
$18K ﹤0.01%
200
402
$18K ﹤0.01%
500
403
$18K ﹤0.01%
315
404
$18K ﹤0.01%
+211
405
$18K ﹤0.01%
120
406
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354
407
$17K ﹤0.01%
466
408
$17K ﹤0.01%
+76
409
$17K ﹤0.01%
+500
410
$17K ﹤0.01%
318
411
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850
412
$16K ﹤0.01%
+8
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200
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414
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368
+91
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$16K ﹤0.01%
530
416
$16K ﹤0.01%
360
417
$16K ﹤0.01%
693
418
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150
419
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1,000
420
$16K ﹤0.01%
173
421
$15K ﹤0.01%
455
422
$15K ﹤0.01%
+300
423
$15K ﹤0.01%
438
-9,314
424
$15K ﹤0.01%
192
425
$15K ﹤0.01%
945
-150
15 16
17
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