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
$405M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$7.49M
2
+$6.8M
3
+$5.81M
4
GS icon
Goldman Sachs
GS
+$4.34M
5
AMZN icon
Amazon
AMZN
+$3.74M

Top Sells

1
+$5.08M
2
+$2.57M
3
+$2.48M
4
AGN
Allergan plc
AGN
+$2.32M
5
KMB icon
Kimberly-Clark
KMB
+$1.66M

Sector Composition

1 Industrials 14.47%
2 Healthcare 11.72%
3 Consumer Staples 11.51%
4 Financials 10.12%
5 Energy 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.06M 1.5%
81,829
-175
27
$6.03M 1.49%
190,788
+68,430
28
$6.01M 1.48%
65,667
-13,733
29
$5.93M 1.46%
69,879
+7,490
30
$5.77M 1.42%
94,792
+4,652
31
$4.88M 1.21%
20
32
$4.84M 1.2%
46,446
33
$4.67M 1.15%
18,690
+451
34
$4.43M 1.09%
18,494
+18,135
35
$4.36M 1.08%
235,380
36
$4.11M 1.01%
70,258
+63,683
37
$4M 0.99%
63,457
-12,772
38
$3.96M 0.98%
34,355
+17,554
39
$3.95M 0.97%
62,024
-4,210
40
$3.85M 0.95%
102,740
+99,700
41
$3.85M 0.95%
37,955
-2,390
42
$3.7M 0.91%
31,282
+2,381
43
$3.69M 0.91%
106,434
+2,756
44
$3.67M 0.9%
32,864
-154
45
$3.41M 0.84%
23,987
-235
46
$3.37M 0.83%
51,502
-3,884
47
$3.25M 0.8%
15,855
+1,199
48
$3.23M 0.8%
19,839
+200
49
$3.21M 0.79%
30,729
+20,779
50
$3.2M 0.79%
28,026
-14,528
1
2
3 4 5