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
$403M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$7.17M
2
+$4.45M
3
+$4.17M
4
BK icon
Bank of New York Mellon
BK
+$3.55M
5
LOB icon
Live Oak Bancshares
LOB
+$3.34M

Top Sells

1
+$6.55M
2
+$4.52M
3
+$3.59M
4
KMI icon
Kinder Morgan
KMI
+$2.65M
5
WPZ
Williams Partners L.P.
WPZ
+$1.48M

Sector Composition

1 Healthcare 16.43%
2 Industrials 14.42%
3 Consumer Staples 11.2%
4 Financials 9.93%
5 Communication Services 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.33M 0.58%
53,754
+5,740
52
$2.33M 0.58%
46,186
+12,543
53
$2.14M 0.53%
8,419
+64
54
$2.11M 0.52%
26,482
-2,910
55
$1.82M 0.45%
32,765
+4,061
56
$1.8M 0.45%
30,664
+3,659
57
$1.78M 0.44%
9,550
+1,587
58
$1.78M 0.44%
9
59
$1.75M 0.43%
19,584
+5,391
60
$1.65M 0.41%
15,850
+2,583
61
$1.61M 0.4%
29,568
-2,991
62
$1.6M 0.4%
18,554
+3,924
63
$1.54M 0.38%
120,055
+49,322
64
$1.53M 0.38%
28,242
65
$1.51M 0.38%
+28,221
66
$1.41M 0.35%
45,844
-4,244
67
$1.37M 0.34%
30,484
68
$1.34M 0.33%
51,402
-1,677
69
$1.3M 0.32%
16,395
-6,491
70
$1.25M 0.31%
57,721
+3,438
71
$1.23M 0.3%
11,941
+339
72
$1.16M 0.29%
41,540
+29,810
73
$1.11M 0.28%
73,758
+22,310
74
$994K 0.25%
7,529
-404
75
$974K 0.24%
42,164
-30,285
1 2
3
4 5