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
$260M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$1.99M
3
+$1.81M
4
PM icon
Philip Morris
PM
+$1.58M
5
YHOO
Yahoo Inc
YHOO
+$1.49M

Top Sells

1
+$5.02M
2
+$4.54M
3
+$1.33M
4
SBH icon
Sally Beauty Holdings
SBH
+$1.29M
5
BX icon
Blackstone
BX
+$1.05M

Sector Composition

1 Energy 14.55%
2 Consumer Staples 13.15%
3 Consumer Discretionary 9.38%
4 Real Estate 9.06%
5 Technology 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.14M 1.59%
18,465
+13,317
27
$4.13M 1.59%
251,372
+7,660
28
$3.92M 1.51%
49,049
+1,910
29
$3.89M 1.5%
53,866
+1,585
30
$3.85M 1.48%
128,392
+12,560
31
$3.72M 1.43%
70,674
+3,540
32
$3.66M 1.41%
41,627
+4,475
33
$3.44M 1.32%
63,666
-404
34
$3.42M 1.32%
76,747
+8,649
35
$3.24M 1.25%
131,460
+80,678
36
$3.23M 1.24%
75,445
-300
37
$3.13M 1.2%
114,858
+66,493
38
$3.04M 1.17%
66,145
39
$2.75M 1.06%
55,313
+7,442
40
$2.63M 1.01%
48,200
+21,084
41
$2.55M 0.98%
110,428
+4,126
42
$2.53M 0.97%
66,758
+9
43
$1.9M 0.73%
8,385
+487
44
$1.7M 0.66%
24,505
+5,669
45
$1.67M 0.64%
14,618
+11,057
46
$1.67M 0.64%
32,600
-500
47
$1.53M 0.59%
9
48
$1.53M 0.59%
20,194
-1,321
49
$1.52M 0.58%
45,800
+45,000
50
$1.51M 0.58%
33,000
-13,129
1
2
3 4 5