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
$393M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$4.64M
3
+$4.22M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.16M
5
PAYX icon
Paychex
PAYX
+$1.26M

Top Sells

1
+$10.4M
2
+$4.67M
3
+$3.51M
4
COP icon
ConocoPhillips
COP
+$3.26M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$2.08M

Sector Composition

1 Healthcare 16.92%
2 Industrials 15.15%
3 Consumer Staples 13.18%
4 Financials 9.46%
5 Communication Services 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.38M 1.62%
81,724
27
$6.03M 1.53%
199,028
+153,184
28
$5.39M 1.37%
111,110
-4,348
29
$5.34M 1.36%
189,971
+11,122
30
$4.79M 1.22%
48,196
+2,262
31
$4.57M 1.16%
77,563
-175,609
32
$4.55M 1.16%
83,268
-12,333
33
$4.22M 1.07%
+36,903
34
$3.89M 0.99%
72,028
+23,303
35
$3.87M 0.98%
54,700
-49,730
36
$3.54M 0.9%
15,962
+4,034
37
$3.53M 0.9%
235,380
38
$3.46M 0.88%
94,042
+5,440
39
$3.33M 0.85%
52,592
+2,087
40
$3.33M 0.85%
64,416
+448
41
$3.31M 0.84%
32,845
-2,350
42
$3.14M 0.8%
67,783
-646
43
$3.07M 0.78%
61,445
44
$3.03M 0.77%
80,137
-14,211
45
$2.91M 0.74%
107,270
-16,265
46
$2.83M 0.72%
95,251
-17,952
47
$2.65M 0.68%
19,732
+34
48
$2.64M 0.67%
370,676
-3,911
49
$2.6M 0.66%
58,182
+4,428
50
$2.5M 0.64%
49,549
+3,363
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