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
$430M
AUM Growth
+$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$2.96M
3
+$2.83M
4
BDX icon
Becton Dickinson
BDX
+$2.69M
5
IRM icon
Iron Mountain
IRM
+$2.36M

Top Sells

1
+$7.39M
2
+$6.38M
3
+$3.35M
4
BAH icon
Booz Allen Hamilton
BAH
+$3.34M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.8M

Sector Composition

1 Industrials 13.63%
2 Financials 11.73%
3 Healthcare 11.57%
4 Consumer Staples 11.49%
5 Technology 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.26M 0.76%
35,713
+3,347
52
$3.21M 0.75%
22,771
+22,577
53
$3.02M 0.7%
78,092
-86,552
54
$3M 0.7%
66,917
-627
55
$2.83M 0.66%
+32,031
56
$2.77M 0.65%
26,574
+13,934
57
$2.77M 0.64%
113,539
-1,961
58
$2.71M 0.63%
14,256
+14,128
59
$2.69M 0.63%
36,637
+9,879
60
$2.6M 0.6%
135,459
-8,392
61
$2.41M 0.56%
52,582
-2,927
62
$2.37M 0.55%
13,758
+1,611
63
$2.36M 0.55%
+68,808
64
$2.29M 0.53%
9
-11
65
$2.22M 0.52%
40,123
-1,616
66
$2.18M 0.51%
62,710
+10,950
67
$2.05M 0.48%
25,706
+45
68
$2M 0.47%
+42,763
69
$1.79M 0.42%
25,644
+2
70
$1.76M 0.41%
75,984
-275,300
71
$1.64M 0.38%
27,096
+625
72
$1.45M 0.34%
4,557
-1,880
73
$1.4M 0.33%
29,590
+2,657
74
$1.38M 0.32%
34,269
+316
75
$1.29M 0.3%
14,779
-1,296
1 2
3
4 5