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
426
$15K ﹤0.01%
1,170
427
$15K ﹤0.01%
610
428
$15K ﹤0.01%
1,000
429
$14K ﹤0.01%
1,957
430
$14K ﹤0.01%
192
431
$14K ﹤0.01%
208
432
$14K ﹤0.01%
47
433
$14K ﹤0.01%
500
434
$14K ﹤0.01%
+101
435
$14K ﹤0.01%
500
436
$14K ﹤0.01%
103
437
$13K ﹤0.01%
+141
438
$13K ﹤0.01%
+473
439
$13K ﹤0.01%
875
440
$13K ﹤0.01%
360
441
$13K ﹤0.01%
340
442
$13K ﹤0.01%
434
443
$13K ﹤0.01%
314
444
$13K ﹤0.01%
+200
445
$13K ﹤0.01%
380
446
$12K ﹤0.01%
54
447
$12K ﹤0.01%
+120
448
$12K ﹤0.01%
+653
449
$12K ﹤0.01%
480
450
$12K ﹤0.01%
151