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
$260M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$1.99M
3
+$1.81M
4
PM icon
Philip Morris
PM
+$1.58M
5
YHOO
Yahoo Inc
YHOO
+$1.49M

Top Sells

1
+$5.02M
2
+$4.54M
3
+$1.33M
4
SBH icon
Sally Beauty Holdings
SBH
+$1.29M
5
BX icon
Blackstone
BX
+$1.05M

Sector Composition

1 Energy 14.55%
2 Consumer Staples 13.15%
3 Consumer Discretionary 9.38%
4 Real Estate 9.06%
5 Technology 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.37M 0.53%
53,684
+19,718
52
$1.33M 0.51%
13,165
+1,090
53
$1.25M 0.48%
37,704
+32,374
54
$1.23M 0.47%
29,654
+4,202
55
$998K 0.38%
14,482
-118
56
$938K 0.36%
10,820
+1,550
57
$893K 0.34%
29,619
+3,419
58
$886K 0.34%
52,500
-50,000
59
$844K 0.32%
7,755
+6,155
60
$818K 0.31%
7,205
+300
61
$810K 0.31%
9,500
62
$735K 0.28%
+781
63
$691K 0.27%
8,031
+100
64
$681K 0.26%
14,210
65
$583K 0.22%
7,388
66
$577K 0.22%
16,792
-11,589
67
$557K 0.21%
13,195
68
$507K 0.2%
28,574
+26,600
69
$490K 0.19%
12,058
-10
70
$417K 0.16%
18,508
+5,388
71
$394K 0.15%
11,000
72
$386K 0.15%
4,402
+250
73
$384K 0.15%
10,557
74
$356K 0.14%
+10,000
75
$338K 0.13%
9,432
+932
1 2
3
4 5