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
$448M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$3.06M
3
+$2.92M
4
BDX icon
Becton Dickinson
BDX
+$2.77M
5
AME icon
Ametek
AME
+$2.51M

Top Sells

1
+$3.75M
2
+$3.08M
3
+$2.72M
4
KMB icon
Kimberly-Clark
KMB
+$2.65M
5
PAYX icon
Paychex
PAYX
+$1.79M

Sector Composition

1 Industrials 13.1%
2 Financials 12.22%
3 Healthcare 12.02%
4 Consumer Staples 9.94%
5 Technology 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.44M 0.77%
35,030
+2,999
52
$3.29M 0.73%
28,017
+1,443
53
$3.28M 0.73%
127,606
+14,067
54
$3.17M 0.71%
40,453
+3,816
55
$3.07M 0.69%
54,758
-2,555
56
$3.06M 0.68%
68,098
+1,181
57
$3.06M 0.68%
+41,172
58
$2.98M 0.66%
15,984
+2,226
59
$2.92M 0.65%
+75,036
60
$2.8M 0.63%
72,066
+3,258
61
$2.67M 0.6%
139,302
+3,843
62
$2.56M 0.57%
52,115
-467
63
$2.47M 0.55%
9
64
$2.31M 0.51%
64,440
+1,730
65
$2.28M 0.51%
38,613
-1,510
66
$2.06M 0.46%
42,763
67
$2.03M 0.45%
25,466
-240
68
$1.9M 0.42%
25,628
-16
69
$1.87M 0.42%
75,984
70
$1.67M 0.37%
27,096
71
$1.66M 0.37%
71,757
+23,580
72
$1.44M 0.32%
30,340
+750
73
$1.4M 0.31%
35,864
+1,595
74
$1.37M 0.31%
7,486
75
$1.3M 0.29%
3,991
-566
1 2
3
4 5