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
$391M
AUM Growth
-$2.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$1.91M
3
+$1.87M
4
AON icon
Aon
AON
+$1.86M
5
NEE icon
NextEra Energy
NEE
+$1.47M

Top Sells

1
+$5.37M
2
+$4.57M
3
+$3.46M
4
BK icon
Bank of New York Mellon
BK
+$3.29M
5
AGN
Allergan plc
AGN
+$2.74M

Sector Composition

1 Industrials 14.95%
2 Healthcare 14.6%
3 Consumer Staples 13.34%
4 Financials 8.89%
5 Communication Services 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.85M 1.5%
57,554
-17,777
27
$5.63M 1.44%
391,506
+20,830
28
$5.47M 1.4%
91,908
+19,880
29
$5.3M 1.36%
113,600
+2,490
30
$5.25M 1.34%
82,518
-750
31
$5.16M 1.32%
100,772
+62,154
32
$4.76M 1.22%
62,710
-45,655
33
$4.74M 1.21%
36,919
+16
34
$4.71M 1.21%
48,196
35
$4.6M 1.18%
98,021
+39,839
36
$4.2M 1.07%
131,957
+24,687
37
$4.18M 1.07%
16,858
+896
38
$4.12M 1.05%
56,269
+1,569
39
$4.08M 1.04%
40,295
+7,450
40
$3.82M 0.98%
53,615
+1,023
41
$3.71M 0.95%
26,997
+7,265
42
$3.44M 0.88%
14,866
-11,869
43
$3.42M 0.87%
101,536
+6,285
44
$3.32M 0.85%
235,380
45
$3.18M 0.81%
82,118
+1,981
46
$3.11M 0.8%
71,567
+7,151
47
$3.07M 0.79%
67,784
+1
48
$2.96M 0.76%
53,834
+4,285
49
$2.84M 0.73%
61,445
50
$2.6M 0.67%
13,547
+3,998
1
2
3 4 5