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
$286M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$7.53M
2
+$3.25M
3
+$2.94M
4
NLSN
Nielsen Holdings plc
NLSN
+$2.67M
5
FCX icon
Freeport-McMoran
FCX
+$2.56M

Top Sells

1
+$5.61M
2
+$4.77M
3
+$4.2M
4
TPR icon
Tapestry
TPR
+$2.58M
5
CBRE icon
CBRE Group
CBRE
+$2.55M

Sector Composition

1 Energy 14.22%
2 Consumer Staples 11.96%
3 Communication Services 10.19%
4 Industrials 9.68%
5 Technology 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.33M 0.47%
+7,876
52
$1.31M 0.46%
49,339
-4,345
53
$1.09M 0.38%
37,893
+27,893
54
$1M 0.35%
14,182
-300
55
$991K 0.35%
10,820
56
$893K 0.31%
9,500
57
$819K 0.29%
6,905
-300
58
$819K 0.29%
32,092
+24,448
59
$814K 0.29%
8,041
+10
60
$749K 0.26%
7,390
-5,775
61
$711K 0.25%
24,074
+15,712
62
$709K 0.25%
14,210
63
$685K 0.24%
+17,530
64
$638K 0.22%
16,058
-734
65
$637K 0.22%
24,508
+6,000
66
$615K 0.22%
4,582
-10,036
67
$557K 0.2%
12,223
+165
68
$538K 0.19%
5,612
+1,210
69
$455K 0.16%
5,177
-2,211
70
$410K 0.14%
10,284
-119,640
71
$407K 0.14%
10,557
72
$386K 0.14%
11,000
73
$376K 0.13%
9,432
74
$358K 0.13%
5,654
75
$352K 0.12%
3,034
-48,395
1 2
3
4 5