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
$246M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$9.63M
3
+$7.66M
4
STWD icon
Starwood Property Trust
STWD
+$7.62M
5
JAH
JARDEN CORPORATION
JAH
+$7.1M

Top Sells

No sells this quarter

Sector Composition

1 Energy 13.78%
2 Consumer Staples 13.14%
3 Consumer Discretionary 12.26%
4 Real Estate 9.02%
5 Industrials 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.14M 0.46%
+18,836
52
$1.1M 0.45%
+14,600
53
$1.07M 0.44%
+20,300
54
$1.05M 0.43%
+50,975
55
$1.05M 0.43%
+25,452
56
$975K 0.4%
+56,900
57
$969K 0.39%
+28,381
58
$908K 0.37%
+33,966
59
$880K 0.36%
+5,148
60
$861K 0.35%
+50,439
61
$815K 0.33%
+26,200
62
$796K 0.32%
+9,270
63
$773K 0.31%
+6,905
64
$764K 0.31%
+9,500
65
$717K 0.29%
+7,931
66
$690K 0.28%
+14,210
67
$576K 0.23%
+13,195
68
$533K 0.22%
+36,084
69
$527K 0.21%
+7,388
70
$451K 0.18%
+3,971
71
$441K 0.18%
+12,068
72
$436K 0.18%
+14,045
73
$396K 0.16%
+3,561
74
$363K 0.15%
+5,950
75
$350K 0.14%
+10,000
1 2
3
4 5