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
$507M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$2.79M
3
+$2.71M
4
UN
Unilever NV New York Registry Shares
UN
+$2.67M
5
MS icon
Morgan Stanley
MS
+$1.74M

Top Sells

1
+$5.71M
2
+$4.49M
3
+$3.17M
4
CADE icon
Cadence Bank
CADE
+$2.98M
5
PAYX icon
Paychex
PAYX
+$2.69M

Sector Composition

1 Financials 13.94%
2 Industrials 12.16%
3 Technology 12.14%
4 Healthcare 10.78%
5 Consumer Discretionary 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.88M 0.76%
21,003
+1,129
52
$3.83M 0.76%
116,342
-90,582
53
$3.81M 0.75%
18,679
+1,145
54
$3.74M 0.74%
36,826
-1,549
55
$3.67M 0.72%
77,341
+36,605
56
$3.63M 0.71%
+101,494
57
$3.59M 0.71%
92,170
+5,745
58
$3.35M 0.66%
70,169
+10,800
59
$3.22M 0.64%
92,070
+3,640
60
$3.17M 0.62%
56,827
+47,857
61
$3.06M 0.6%
38,433
+3,945
62
$2.84M 0.56%
64,676
-1,200
63
$2.82M 0.56%
10
+1
64
$2.79M 0.55%
+22,418
65
$2.6M 0.51%
16,564
+3,797
66
$2.52M 0.5%
110,055
-69
67
$2.35M 0.46%
132,996
+6,424
68
$2.16M 0.43%
22,496
+1,000
69
$2.15M 0.42%
45,707
+2,613
70
$2.09M 0.41%
25,628
71
$1.98M 0.39%
39,188
-698
72
$1.96M 0.39%
34,532
-100,547
73
$1.81M 0.36%
5,093
+239
74
$1.75M 0.34%
9,348
+15
75
$1.73M 0.34%
42,647
-204
1 2
3
4 5