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
$379M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.38M
3
+$2.12M
4
KMB icon
Kimberly-Clark
KMB
+$1.96M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.81M

Top Sells

1
+$8.19M
2
+$5.51M
3
+$4.27M
4
PARA
Paramount Global Class B
PARA
+$3.28M
5
NWL icon
Newell Brands
NWL
+$1.38M

Sector Composition

1 Industrials 15.31%
2 Consumer Staples 14.38%
3 Healthcare 13.81%
4 Technology 7.96%
5 Communication Services 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.37M 1.42%
42,554
+15,557
27
$5.22M 1.38%
90,140
-1,768
28
$4.87M 1.28%
105,537
+7,516
29
$4.84M 1.28%
76,229
-6,289
30
$4.65M 1.23%
62,389
-321
31
$4.37M 1.15%
18,239
+1,381
32
$4.32M 1.14%
20
+11
33
$4.31M 1.14%
46,446
-1,750
34
$4.11M 1.08%
55,386
-883
35
$4.09M 1.08%
40,345
+50
36
$3.89M 1.03%
28,901
-8,018
37
$3.85M 1.02%
122,358
-9,599
38
$3.73M 0.99%
64,902
-6,665
39
$3.71M 0.98%
33,018
+16,028
40
$3.63M 0.96%
66,234
-59,925
41
$3.51M 0.93%
103,678
+2,142
42
$3.4M 0.9%
81,308
-810
43
$3.39M 0.9%
235,380
44
$3.3M 0.87%
24,222
+23,857
45
$3.28M 0.87%
34,859
+10,484
46
$3.16M 0.83%
29,176
-50,877
47
$2.91M 0.77%
14,656
+1,109
48
$2.9M 0.77%
94,836
+49,700
49
$2.87M 0.76%
67,784
50
$2.85M 0.75%
59,645
-1,800
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