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
$507M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$2.79M
3
+$2.71M
4
UN
Unilever NV New York Registry Shares
UN
+$2.67M
5
MS icon
Morgan Stanley
MS
+$1.74M

Top Sells

1
+$5.71M
2
+$4.49M
3
+$3.17M
4
CADE icon
Cadence Bank
CADE
+$2.98M
5
PAYX icon
Paychex
PAYX
+$2.69M

Sector Composition

1 Financials 13.94%
2 Industrials 12.16%
3 Technology 12.14%
4 Healthcare 10.78%
5 Consumer Discretionary 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.94M 1.37%
402,221
+5,995
27
$6.92M 1.36%
23,406
+2,755
28
$6.88M 1.36%
266,929
+4,313
29
$6.71M 1.32%
53,032
+1,080
30
$6.7M 1.32%
87,730
-1,611
31
$6.47M 1.27%
100,491
+3,141
32
$6.39M 1.26%
48,053
+959
33
$6.28M 1.24%
289,392
-4,544
34
$6.17M 1.22%
59,212
+13,715
35
$6.07M 1.2%
75,202
+5,769
36
$5.98M 1.18%
49,294
+990
37
$5.78M 1.14%
69,592
-16,812
38
$5.27M 1.04%
64,800
+3,433
39
$5.14M 1.01%
63,803
+2,730
40
$5.14M 1.01%
20,608
-139
41
$5.13M 1.01%
47,134
+72
42
$5.1M 1.01%
36,824
+1,978
43
$5.05M 1%
38,061
+2,275
44
$4.95M 0.98%
115,077
+62,944
45
$4.91M 0.97%
26,456
+944
46
$4.77M 0.94%
44,228
+2,369
47
$4.76M 0.94%
37,893
+1,331
48
$4.68M 0.92%
45,868
+2,502
49
$4.18M 0.82%
122,321
+3,583
50
$4.02M 0.79%
39,047
+16,582
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2
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