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
$448M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$3.06M
3
+$2.92M
4
BDX icon
Becton Dickinson
BDX
+$2.77M
5
AME icon
Ametek
AME
+$2.51M

Top Sells

1
+$3.75M
2
+$3.08M
3
+$2.72M
4
KMB icon
Kimberly-Clark
KMB
+$2.65M
5
PAYX icon
Paychex
PAYX
+$1.79M

Sector Composition

1 Industrials 13.1%
2 Financials 12.22%
3 Healthcare 12.02%
4 Consumer Staples 9.94%
5 Technology 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.03M 1.34%
87,727
+3,539
27
$5.83M 1.3%
44,845
+2,075
28
$5.79M 1.29%
41,432
+4,603
29
$5.76M 1.29%
70,320
+3,229
30
$5.54M 1.24%
17,857
-765
31
$5.53M 1.23%
86,217
+922
32
$5.52M 1.23%
235,380
33
$5.5M 1.23%
28,760
+14,504
34
$5.47M 1.22%
113,840
+8,500
35
$5.45M 1.22%
143,227
+2,976
36
$5.11M 1.14%
181,041
-1,092
37
$4.96M 1.11%
33,958
+1,159
38
$4.73M 1.06%
42,473
+1,810
39
$4.65M 1.04%
84,374
-1,677
40
$4.58M 1.02%
19,861
-823
41
$4.56M 1.02%
30,204
+3,727
42
$4.53M 1.01%
30,590
+4,710
43
$4.44M 0.99%
48,838
+34,059
44
$4.32M 0.96%
42,387
+1,975
45
$4.04M 0.9%
23,407
+636
46
$3.88M 0.87%
63,488
+5,513
47
$3.87M 0.86%
40,521
+4,808
48
$3.82M 0.85%
109,000
+1,071
49
$3.71M 0.83%
61,816
-29,792
50
$3.7M 0.83%
36,989
+3,258
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