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
$333M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$3M
3
+$2.92M
4
JAH
JARDEN CORPORATION
JAH
+$1.7M
5
MDT icon
Medtronic
MDT
+$1.28M

Top Sells

1
+$6.02M
2
+$4.6M
3
+$2.72M
4
HELE icon
Helen of Troy
HELE
+$1.74M
5
RHT
Red Hat Inc
RHT
+$1.32M

Sector Composition

1 Energy 13.41%
2 Consumer Staples 10.71%
3 Industrials 10.61%
4 Communication Services 9.53%
5 Healthcare 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.49M 1.65%
331,713
-12,733
27
$5.46M 1.64%
63,643
+6,241
28
$5.39M 1.62%
102,947
+6,459
29
$5.23M 1.57%
143,241
+13,141
30
$5.18M 1.56%
39,111
+2,902
31
$4.97M 1.49%
52,290
+6,931
32
$4.81M 1.45%
80,062
+6,027
33
$4.67M 1.4%
82,760
-50
34
$4.6M 1.38%
55,985
+4,810
35
$4.49M 1.35%
180,344
+50,591
36
$4.3M 1.29%
60,099
+4,359
37
$3.69M 1.11%
131,115
+18,335
38
$3.38M 1.02%
64,645
39
$3.31M 0.99%
64,630
+5,565
40
$2.79M 0.84%
65,942
-566
41
$2.63M 0.79%
25,905
+11,505
42
$2.55M 0.77%
9,788
+395
43
$1.95M 0.59%
73,029
-10,064
44
$1.75M 0.53%
9,762
+1,113
45
$1.74M 0.52%
33,157
-606
46
$1.71M 0.51%
9
47
$1.67M 0.5%
28,966
48
$1.64M 0.49%
54,122
+10,139
49
$1.39M 0.42%
21,800
+20,000
50
$1.39M 0.42%
17,666
+331
1
2
3 4 5