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
$380M
AUM Growth
-$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$3.31M
3
+$3.17M
4
HBI icon
Hanesbrands
HBI
+$1.91M
5
BA icon
Boeing
BA
+$1.23M

Top Sells

1
+$8.66M
2
+$3.86M
3
+$1.77M
4
MNK
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
+$1.41M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$1.01M

Sector Composition

1 Healthcare 15.18%
2 Industrials 13.14%
3 Consumer Staples 10.48%
4 Energy 9.25%
5 Technology 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.99M 1.58%
94,460
+1,960
27
$5.78M 1.52%
106,867
+16,488
28
$5.78M 1.52%
232,229
+3,583
29
$5.77M 1.52%
56,501
+806
30
$5.72M 1.5%
206,623
+11,376
31
$5.24M 1.38%
66,086
-8,366
32
$4.96M 1.3%
166,407
+8,403
33
$4.67M 1.23%
97,405
+5,089
34
$4.37M 1.15%
122,843
-10,732
35
$3.98M 1.05%
172,690
-20,779
36
$3.71M 0.98%
59,517
-6,189
37
$3.68M 0.97%
36,530
-7,690
38
$3.59M 0.94%
83,691
+6,010
39
$3.27M 0.86%
107,692
+4,002
40
$3.21M 0.85%
61,445
41
$2.97M 0.78%
54,567
-10,000
42
$2.71M 0.71%
67,559
+1,200
43
$2.67M 0.7%
83,767
-1,893
44
$2.36M 0.62%
29,392
-3,485
45
$2.36M 0.62%
62,235
+3,625
46
$2.28M 0.6%
18,851
+2,907
47
$2.2M 0.58%
72,449
+1,327
48
$2.09M 0.55%
43,871
+10,849
49
$2.08M 0.55%
8,355
-2,104
50
$2.08M 0.55%
36,959
+14,326
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