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
$393M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$4.64M
3
+$4.22M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.16M
5
PAYX icon
Paychex
PAYX
+$1.26M

Top Sells

1
+$10.4M
2
+$4.67M
3
+$3.51M
4
COP icon
ConocoPhillips
COP
+$3.26M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$2.08M

Sector Composition

1 Healthcare 16.92%
2 Industrials 15.15%
3 Consumer Staples 13.18%
4 Financials 9.46%
5 Communication Services 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.24M 0.57%
98,753
-17,260
52
$2.24M 0.57%
8,513
+94
53
$2.13M 0.54%
38,618
+5,853
54
$2.08M 0.53%
22,547
+2,963
55
$2M 0.51%
23,127
+4,573
56
$1.92M 0.49%
9
57
$1.86M 0.47%
32,480
+1,816
58
$1.8M 0.46%
9,549
-1
59
$1.79M 0.46%
62,045
+20,505
60
$1.74M 0.44%
16,599
+749
61
$1.55M 0.4%
92,779
+19,021
62
$1.47M 0.37%
18,232
-8,250
63
$1.45M 0.37%
25,642
-2,600
64
$1.44M 0.37%
48,803
-2,599
65
$1.34M 0.34%
16,293
-102
66
$1.22M 0.31%
30,484
67
$1.21M 0.31%
11,202
-739
68
$1.19M 0.3%
23,908
-4,313
69
$1.18M 0.3%
24,368
-5,200
70
$1.06M 0.27%
7,479
-50
71
$881K 0.22%
10,544
+200
72
$847K 0.22%
27,728
73
$804K 0.2%
30,986
-79,982
74
$760K 0.19%
88,406
-31,649
75
$750K 0.19%
35,759
-6,405
1 2
3
4 5