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
$413M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$4.13M
3
+$1.67M
4
MNK
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
+$1.39M
5
STWD icon
Starwood Property Trust
STWD
+$1.04M

Top Sells

1
+$7.76M
2
+$1.27M
3
+$1.09M
4
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$637K
5
BAX icon
Baxter International
BAX
+$462K

Sector Composition

1 Healthcare 13.04%
2 Industrials 11.91%
3 Energy 11.36%
4 Consumer Staples 9.5%
5 Consumer Discretionary 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.99M 0.48%
10,557
+101
52
$1.89M 0.46%
29,704
+5
53
$1.84M 0.45%
9
54
$1.81M 0.44%
32,114
+475
55
$1.77M 0.43%
22,606
+455
56
$1.75M 0.42%
25,440
+24,313
57
$1.66M 0.4%
28,240
58
$1.61M 0.39%
38,415
+6,542
59
$1.59M 0.38%
62,107
+26,010
60
$1.55M 0.37%
33,022
+4,166
61
$1.51M 0.37%
36,500
+11,500
62
$1.49M 0.36%
14,090
+253
63
$1.44M 0.35%
13,422
64
$1.41M 0.34%
11,968
+11,768
65
$1.39M 0.34%
12,072
+2,435
66
$1.38M 0.34%
25,477
+919
67
$1.38M 0.33%
51,444
-3,856
68
$1.37M 0.33%
33,563
+976
69
$1.26M 0.31%
22,633
+1,260
70
$1.25M 0.3%
49,705
+17,693
71
$1.25M 0.3%
30,484
-675
72
$1.15M 0.28%
11,803
+855
73
$1.12M 0.27%
8,229
+100
74
$1.1M 0.27%
5,941
+2,015
75
$1.07M 0.26%
7,700
1 2
3
4 5