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
$380M
AUM Growth
-$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$3.31M
3
+$3.17M
4
HBI icon
Hanesbrands
HBI
+$1.91M
5
BA icon
Boeing
BA
+$1.23M

Top Sells

1
+$8.66M
2
+$3.86M
3
+$1.77M
4
MNK
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
+$1.41M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$1.01M

Sector Composition

1 Healthcare 15.18%
2 Industrials 13.14%
3 Consumer Staples 10.48%
4 Energy 9.25%
5 Technology 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.01M 0.53%
18,426
+4,336
52
$1.93M 0.51%
48,014
+9,599
53
$1.76M 0.46%
9
54
$1.67M 0.44%
32,559
+445
55
$1.66M 0.44%
8,021
+2,080
56
$1.65M 0.43%
22,886
+280
57
$1.59M 0.42%
33,643
+8,166
58
$1.55M 0.41%
27,005
-2,699
59
$1.53M 0.4%
55,854
+26,336
60
$1.48M 0.39%
28,242
+2
61
$1.4M 0.37%
7,963
-2,594
62
$1.31M 0.35%
50,088
+383
63
$1.31M 0.34%
13,267
-155
64
$1.31M 0.34%
53,079
+1,635
65
$1.3M 0.34%
14,193
+2,701
66
$1.28M 0.34%
30,484
67
$1.27M 0.33%
28,704
+8,243
68
$1.26M 0.33%
12,360
+288
69
$1.19M 0.31%
36,500
70
$1.18M 0.31%
25,289
-151
71
$1.15M 0.3%
14,630
+6,220
72
$1.08M 0.28%
11,602
-201
73
$1.08M 0.28%
32,740
-823
74
$1.07M 0.28%
7,700
75
$1.03M 0.27%
7,933
-296
1 2
3
4 5