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
$286M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$7.53M
2
+$3.25M
3
+$2.94M
4
NLSN
Nielsen Holdings plc
NLSN
+$2.67M
5
FCX icon
Freeport-McMoran
FCX
+$2.56M

Top Sells

1
+$5.61M
2
+$4.77M
3
+$4.2M
4
TPR icon
Tapestry
TPR
+$2.58M
5
CBRE icon
CBRE Group
CBRE
+$2.55M

Sector Composition

1 Energy 14.22%
2 Consumer Staples 11.96%
3 Communication Services 10.19%
4 Industrials 9.68%
5 Technology 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.39M 1.54%
94,626
+17,879
27
$4.34M 1.52%
130,880
+2,488
28
$4.34M 1.52%
74,608
+10,942
29
$4.08M 1.43%
50,605
+1,556
30
$3.98M 1.39%
105,404
+67,700
31
$3.95M 1.38%
82,860
+7,415
32
$3.8M 1.33%
42,673
+1,046
33
$3.78M 1.32%
72,935
+2,261
34
$3.58M 1.25%
54,140
+274
35
$3.4M 1.19%
64,645
-1,500
36
$3.08M 1.08%
48,294
+46,169
37
$2.94M 1.03%
118,281
-13,179
38
$2.73M 0.96%
66,158
-600
39
$2.73M 0.96%
56,979
+1,666
40
$2.67M 0.93%
+58,080
41
$2.38M 0.83%
+114,100
42
$2.34M 0.82%
80,597
-34,261
43
$2.28M 0.8%
32,265
+7,760
44
$2.13M 0.75%
8,725
+340
45
$1.64M 0.57%
29,386
-3,214
46
$1.62M 0.57%
19,864
-330
47
$1.6M 0.56%
9
48
$1.55M 0.54%
12,368
+4,613
49
$1.49M 0.52%
36,800
-9,000
50
$1.41M 0.49%
31,107
+1,453
1
2
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