KPCM
Kings Point Capital Management Portfolio holdings
AUM
$1.15B
1-Year Return
14.71%
This Quarter Return
+2.25%
1 Year Return
+14.71%
3 Year Return
+79.91%
5 Year Return
+128.41%
10 Year Return
–
AUM
$589M
AUM Growth
+$41.4M
(+7.6%)
Cap. Flow
+$34M
Cap. Flow
% of AUM
5.77%
Top 10 Holdings %
Top 10 Hldgs %
25.04%
Holding
493
New
64
Increased
156
Reduced
55
Closed
24
Top Buys
| 1 |
Global Payments
GPN
|
$6.75M |
| 2 |
CVS Health
CVS
|
$3.41M |
| 3 |
Charles River Laboratories
CRL
|
$3.11M |
| 4 |
SAP
SAP
|
$3.09M |
| 5 |
Amazon
AMZN
|
$2.65M |
Top Sells
| 1 |
TSS
Total System Services, Inc.
TSS
|
$6.71M |
| 2 |
Johnson & Johnson
JNJ
|
$5.21M |
| 3 |
American Express
AXP
|
$874K |
| 4 |
Annaly Capital Management
NLY
|
$319K |
| 5 |
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% |
