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
$405M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$7.49M
2
+$6.8M
3
+$5.81M
4
GS icon
Goldman Sachs
GS
+$4.34M
5
AMZN icon
Amazon
AMZN
+$3.74M

Top Sells

1
+$5.08M
2
+$2.57M
3
+$2.48M
4
AGN
Allergan plc
AGN
+$2.32M
5
KMB icon
Kimberly-Clark
KMB
+$1.66M

Sector Composition

1 Industrials 14.47%
2 Healthcare 11.72%
3 Consumer Staples 11.51%
4 Financials 10.12%
5 Energy 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.09M 0.76%
75,303
-30,234
52
$3.04M 0.75%
35,083
+224
53
$3.02M 0.74%
56,492
-8,410
54
$2.9M 0.72%
59,645
55
$2.82M 0.7%
111,525
+20,826
56
$2.8M 0.69%
67,544
-240
57
$2.55M 0.63%
85,288
-9,548
58
$2.41M 0.59%
61,543
-19,765
59
$2.37M 0.58%
42,174
+993
60
$2.26M 0.56%
113,289
+14,157
61
$2.06M 0.51%
25,870
+1,048
62
$2.04M 0.5%
61,830
+4,845
63
$1.9M 0.47%
6,281
-4
64
$1.81M 0.45%
25,846
+625
65
$1.79M 0.44%
25,642
+16
66
$1.52M 0.37%
13,175
-338
67
$1.48M 0.37%
46,095
-2,153
68
$1.35M 0.33%
11,485
+8,811
69
$1.35M 0.33%
+28,145
70
$1.32M 0.33%
29,784
-1,300
71
$1.28M 0.32%
15,182
+192
72
$1.27M 0.31%
33,505
+3,315
73
$1.2M 0.3%
37,084
+1,738
74
$1.19M 0.29%
50,933
-25,820
75
$1.06M 0.26%
22,382
+6,042
1 2
3
4 5