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
$675M
AUM Growth
+$86.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$2.87M
3
+$2.72M
4
AAPL icon
Apple
AAPL
+$2.43M
5
AMZN icon
Amazon
AMZN
+$1.87M

Top Sells

1
+$852K
2
+$680K
3
+$513K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$340K
5
CL icon
Colgate-Palmolive
CL
+$237K

Sector Composition

1 Technology 16.53%
2 Industrials 12.17%
3 Financials 11.87%
4 Healthcare 11.39%
5 Communication Services 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.72M 1.29%
63,840
+1,788
27
$8.48M 1.25%
39,972
+5,856
28
$8.35M 1.23%
224,567
+13,228
29
$8.34M 1.23%
210,881
30
$8.29M 1.22%
58,334
+3,529
31
$8.25M 1.22%
293,100
-7,100
32
$8.24M 1.22%
279,082
+91,992
33
$8.14M 1.2%
71,411
+4,167
34
$8.1M 1.19%
117,322
+4,936
35
$7.86M 1.16%
43,053
+604
36
$7.81M 1.15%
58,279
+1,150
37
$7.33M 1.08%
37,070
+2,632
38
$7.28M 1.07%
24,612
+2,280
39
$7.26M 1.07%
26,578
+543
40
$6.95M 1.02%
120,862
+7,669
41
$6.86M 1.01%
152,579
+18,826
42
$6.58M 0.97%
54,558
+2,738
43
$6.54M 0.96%
262,921
+1,446
44
$6.04M 0.89%
53,280
+2,440
45
$5.86M 0.86%
62,580
+900
46
$5.83M 0.86%
44,600
+338
47
$5.39M 0.8%
89,056
+4,116
48
$5.31M 0.78%
414,014
-2,598
49
$4.86M 0.72%
29,331
+880
50
$4.74M 0.7%
48,427
+2,033
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