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
$427M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.62M
3
+$4.27M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.56M
5
ITW icon
Illinois Tool Works
ITW
+$2.93M

Top Sells

1
+$5.11M
2
+$4.59M
3
+$4.19M
4
GS icon
Goldman Sachs
GS
+$3.87M
5
BMY icon
Bristol-Myers Squibb
BMY
+$3.67M

Sector Composition

1 Industrials 14.63%
2 Consumer Staples 10.9%
3 Financials 10.88%
4 Healthcare 10.5%
5 Technology 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.68M 1.57%
205,732
-9,919
27
$5.92M 1.39%
183,267
-7,521
28
$5.83M 1.37%
71,090
-4,385
29
$5.54M 1.3%
36,335
+12,348
30
$5.48M 1.29%
93,071
-1,721
31
$5.21M 1.22%
41,787
+28,612
32
$5.1M 1.19%
235,380
33
$5.01M 1.18%
+83,749
34
$5M 1.17%
20
35
$4.98M 1.17%
18,608
-82
36
$4.84M 1.14%
39,935
+5,580
37
$4.84M 1.13%
84,758
+28,266
38
$4.62M 1.08%
+127,993
39
$4.59M 1.08%
103,460
+720
40
$4.34M 1.02%
33,883
+33,338
41
$4.08M 0.96%
40,162
+2,207
42
$3.98M 0.93%
35,616
+4,887
43
$3.97M 0.93%
110,016
+3,582
44
$3.96M 0.93%
33,397
+533
45
$3.93M 0.92%
18,172
+2,317
46
$3.75M 0.88%
59,002
-4,455
47
$3.72M 0.87%
27,228
-4,054
48
$3.69M 0.86%
28,004
-22
49
$3.34M 0.78%
20,039
+200
50
$3.28M 0.77%
34,755
-328
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