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
$246M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$9.63M
3
+$7.66M
4
STWD icon
Starwood Property Trust
STWD
+$7.62M
5
JAH
JARDEN CORPORATION
JAH
+$7.1M

Top Sells

No sells this quarter

Sector Composition

1 Energy 13.78%
2 Consumer Staples 13.14%
3 Consumer Discretionary 12.26%
4 Real Estate 9.02%
5 Industrials 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.94M 1.6%
+306,564
27
$3.75M 1.52%
+67,134
28
$3.65M 1.48%
+243,712
29
$3.57M 1.45%
+115,832
30
$3.5M 1.42%
+52,281
31
$3.32M 1.35%
+37,152
32
$3.25M 1.32%
+68,098
33
$3.24M 1.32%
+64,070
34
$2.82M 1.15%
+32,549
35
$2.8M 1.14%
+66,145
36
$2.73M 1.11%
+75,745
37
$2.68M 1.09%
+66,749
38
$2.48M 1.01%
+106,302
39
$2.33M 0.95%
+47,871
40
$1.66M 0.67%
+7,898
41
$1.66M 0.67%
+21,515
42
$1.59M 0.64%
+102,500
43
$1.55M 0.63%
+27,116
44
$1.55M 0.63%
+33,100
45
$1.52M 0.62%
+9
46
$1.29M 0.53%
+41,565
47
$1.28M 0.52%
+48,365
48
$1.26M 0.51%
+50,782
49
$1.26M 0.51%
+46,129
50
$1.22M 0.5%
+12,075
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