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
$333M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$3M
3
+$2.92M
4
JAH
JARDEN CORPORATION
JAH
+$1.7M
5
MDT icon
Medtronic
MDT
+$1.28M

Top Sells

1
+$6.02M
2
+$4.6M
3
+$2.72M
4
HELE icon
Helen of Troy
HELE
+$1.74M
5
RHT
Red Hat Inc
RHT
+$1.32M

Sector Composition

1 Energy 13.41%
2 Consumer Staples 10.71%
3 Industrials 10.61%
4 Communication Services 9.53%
5 Healthcare 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.35M 0.41%
35,000
+5,000
52
$1.21M 0.36%
16,323
+15,173
53
$1.18M 0.35%
11,265
+245
54
$1.1M 0.33%
14,411
+23
55
$978K 0.29%
8,489
-8,514
56
$964K 0.29%
9,500
57
$963K 0.29%
45,000
58
$942K 0.28%
7,443
+518
59
$931K 0.28%
+35,000
60
$846K 0.25%
20,346
+4,201
61
$747K 0.22%
7,415
-226
62
$740K 0.22%
14,078
+368
63
$708K 0.21%
8,817
+3,242
64
$693K 0.21%
16,058
65
$682K 0.21%
25,847
+1,336
66
$658K 0.2%
24,508
67
$645K 0.19%
10,765
-100,412
68
$629K 0.19%
10,807
+250
69
$580K 0.17%
4,607
+25
70
$578K 0.17%
+4,960
71
$559K 0.17%
15,899
-19,901
72
$539K 0.16%
9,762
+838
73
$509K 0.15%
11,132
-577
74
$508K 0.15%
85,513
+6,437
75
$486K 0.15%
5,170
-134
1 2
3
4 5