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
$391M
AUM Growth
-$2.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$1.91M
3
+$1.87M
4
AON icon
Aon
AON
+$1.86M
5
NEE icon
NextEra Energy
NEE
+$1.47M

Top Sells

1
+$5.37M
2
+$4.57M
3
+$3.46M
4
BK icon
Bank of New York Mellon
BK
+$3.29M
5
AGN
Allergan plc
AGN
+$2.74M

Sector Composition

1 Industrials 14.95%
2 Healthcare 14.6%
3 Consumer Staples 13.34%
4 Financials 8.89%
5 Communication Services 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.47M 0.63%
24,375
+1,248
52
$2.3M 0.59%
8,447
-66
53
$2.04M 0.52%
88,953
-9,800
54
$1.95M 0.5%
9
55
$1.86M 0.48%
+16,990
56
$1.8M 0.46%
16,800
+201
57
$1.78M 0.46%
99,399
+6,620
58
$1.7M 0.44%
56,975
-5,070
59
$1.61M 0.41%
13,287
+2,085
60
$1.61M 0.41%
49,332
+529
61
$1.5M 0.38%
25,642
62
$1.48M 0.38%
24,596
+688
63
$1.47M 0.38%
+45,136
64
$1.42M 0.36%
31,084
+600
65
$1.4M 0.36%
16,493
+200
66
$1.31M 0.34%
16,157
-2,075
67
$1.15M 0.29%
24,321
-47
68
$1.03M 0.26%
7,086
-393
69
$1.03M 0.26%
10,944
+400
70
$983K 0.25%
35,759
71
$983K 0.25%
28,390
+389
72
$973K 0.25%
17,434
-15,046
73
$849K 0.22%
+31,835
74
$838K 0.21%
25,722
-2,006
75
$814K 0.21%
91,694
+3,288
1 2
3
4 5