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
$427M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.62M
3
+$4.27M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.56M
5
ITW icon
Illinois Tool Works
ITW
+$2.93M

Top Sells

1
+$5.11M
2
+$4.59M
3
+$4.19M
4
GS icon
Goldman Sachs
GS
+$3.87M
5
BMY icon
Bristol-Myers Squibb
BMY
+$3.67M

Sector Composition

1 Industrials 14.63%
2 Consumer Staples 10.9%
3 Financials 10.88%
4 Healthcare 10.5%
5 Technology 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.23M 0.76%
59,645
52
$3.13M 0.73%
143,851
+119,089
53
$2.93M 0.69%
+22,140
54
$2.87M 0.67%
67,544
55
$2.84M 0.67%
32,366
+28,470
56
$2.78M 0.65%
45,828
+3,654
57
$2.66M 0.62%
115,500
+2,211
58
$2.49M 0.58%
55,509
-6,034
59
$2.32M 0.54%
+17,454
60
$2.07M 0.49%
41,739
-33,564
61
$2.05M 0.48%
25,661
-209
62
$2.01M 0.47%
6,437
+156
63
$1.99M 0.47%
+12,147
64
$1.95M 0.46%
+26,758
65
$1.9M 0.45%
13,335
-35,818
66
$1.87M 0.44%
23,978
+22,965
67
$1.81M 0.42%
32,561
+22,939
68
$1.78M 0.42%
25,642
69
$1.77M 0.42%
51,760
-10,070
70
$1.73M 0.41%
26,471
+625
71
$1.44M 0.34%
16,075
+893
72
$1.39M 0.33%
33,953
+448
73
$1.36M 0.32%
12,640
+1,155
74
$1.34M 0.31%
10,685
+1,723
75
$1.28M 0.3%
29,784
1 2
3
4 5