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
$430M
AUM Growth
+$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$2.96M
3
+$2.83M
4
BDX icon
Becton Dickinson
BDX
+$2.69M
5
IRM icon
Iron Mountain
IRM
+$2.36M

Top Sells

1
+$7.39M
2
+$6.38M
3
+$3.35M
4
BAH icon
Booz Allen Hamilton
BAH
+$3.34M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.8M

Sector Composition

1 Industrials 13.63%
2 Financials 11.73%
3 Healthcare 11.57%
4 Consumer Staples 11.49%
5 Technology 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.66M 1.32%
42,770
+983
27
$5.55M 1.29%
84,188
+439
28
$5.45M 1.27%
85,295
+537
29
$5.42M 1.26%
67,091
-3,999
30
$5.41M 1.26%
182,133
-1,134
31
$5.22M 1.21%
91,608
-1,463
32
$5.17M 1.2%
18,622
+14
33
$5.1M 1.19%
105,340
+1,880
34
$4.77M 1.11%
86,051
+53,490
35
$4.73M 1.1%
140,251
+12,258
36
$4.7M 1.09%
40,663
+5,047
37
$4.69M 1.09%
36,829
+2,946
38
$4.59M 1.07%
20,684
+2,512
39
$4.36M 1.02%
32,799
-598
40
$4.11M 0.96%
40,412
+250
41
$3.73M 0.87%
26,477
+9,023
42
$3.71M 0.86%
25,880
+3,740
43
$3.64M 0.85%
111,738
-102,792
44
$3.63M 0.85%
26,444
-784
45
$3.63M 0.84%
28,073
+69
46
$3.61M 0.84%
59,645
47
$3.6M 0.84%
107,929
-2,087
48
$3.54M 0.83%
57,975
+12,147
49
$3.43M 0.8%
57,313
-1,689
50
$3.38M 0.79%
33,731
-1,024
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