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
$379M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.38M
3
+$2.12M
4
KMB icon
Kimberly-Clark
KMB
+$1.96M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.81M

Top Sells

1
+$8.19M
2
+$5.51M
3
+$4.27M
4
PARA
Paramount Global Class B
PARA
+$3.28M
5
NWL icon
Newell Brands
NWL
+$1.38M

Sector Composition

1 Industrials 15.31%
2 Consumer Staples 14.38%
3 Healthcare 13.81%
4 Technology 7.96%
5 Communication Services 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.84M 0.75%
19,639
+12,553
52
$2.79M 0.74%
12,097
-2,769
53
$2.75M 0.73%
43,102
-10,513
54
$2.45M 0.65%
41,181
-12,653
55
$2.37M 0.62%
90,699
+58,864
56
$2.04M 0.54%
99,132
-267
57
$2.01M 0.53%
24,822
+8,665
58
$1.87M 0.49%
16,801
+1
59
$1.78M 0.47%
76,753
-12,200
60
$1.77M 0.47%
6,285
-2,162
61
$1.76M 0.47%
56,985
+10
62
$1.6M 0.42%
25,626
-16
63
$1.6M 0.42%
13,513
+226
64
$1.58M 0.42%
25,221
+625
65
$1.48M 0.39%
48,248
-1,084
66
$1.36M 0.36%
31,084
67
$1.34M 0.36%
14,990
-1,503
68
$1.26M 0.33%
25,959
-87,641
69
$1.12M 0.3%
30,190
+1,800
70
$1.11M 0.29%
35,346
-413
71
$1.08M 0.29%
9,950
+8,564
72
$964K 0.25%
11,048
+104
73
$831K 0.22%
25,038
-684
74
$811K 0.21%
25,583
75
$773K 0.2%
16,340
+3,920
1 2
3
4 5