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
$589M
AUM Growth
+$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$3.41M
3
+$3.11M
4
SAP icon
SAP
SAP
+$3.09M
5
AMZN icon
Amazon
AMZN
+$2.65M

Top Sells

1
+$6.71M
2
+$5.21M
3
+$874K
4
NLY icon
Annaly Capital Management
NLY
+$319K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$312K

Sector Composition

1 Technology 15.35%
2 Industrials 13.08%
3 Financials 12.09%
4 Healthcare 10.93%
5 Communication Services 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.38M 1.42%
169,563
+8,526
27
$8M 1.35%
210,881
28
$7.95M 1.34%
32,193
-282
29
$7.73M 1.31%
67,244
+1,452
30
$7.62M 1.29%
54,805
+2,886
31
$7.39M 1.25%
34,438
+283
32
$7.2M 1.22%
211,339
+7,827
33
$6.79M 1.15%
113,193
+3,358
34
$6.75M 1.14%
+42,449
35
$6.73M 1.14%
57,129
+26,178
36
$6.49M 1.1%
112,386
+25,235
37
$6.38M 1.08%
26,035
-1
38
$6.33M 1.07%
261,475
+313
39
$6.15M 1.04%
51,820
-2,387
40
$6.09M 1.03%
22,332
+11
41
$6.03M 1.02%
133,753
+6,115
42
$5.71M 0.97%
34,116
+1,137
43
$5.52M 0.93%
50,840
+2,349
44
$5.47M 0.93%
61,680
+127
45
$5.45M 0.92%
416,612
+16,350
46
$5.35M 0.91%
187,090
+39,365
47
$5.03M 0.85%
44,262
+620
48
$4.95M 0.84%
84,940
+2,952
49
$4.37M 0.74%
14
-1
50
$4.2M 0.71%
45,497
+214
1
2
3 4 5