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
$589M
AUM Growth
+$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$3.41M
3
+$3.11M
4
SAP icon
SAP
SAP
+$3.09M
5
AMZN icon
Amazon
AMZN
+$2.65M

Top Sells

1
+$6.71M
2
+$5.21M
3
+$874K
4
NLY icon
Annaly Capital Management
NLY
+$319K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$312K

Sector Composition

1 Technology 15.35%
2 Industrials 13.08%
3 Financials 12.09%
4 Healthcare 10.93%
5 Communication Services 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.11M 0.7%
28,451
+597
52
$4.05M 0.69%
104,905
-2,020
53
$3.98M 0.67%
46,394
+6,602
54
$3.77M 0.64%
42,080
+1,751
55
$3.75M 0.63%
68,800
-736
56
$3.3M 0.56%
160,208
+21,009
57
$3.27M 0.55%
116,781
+5,312
58
$3.22M 0.55%
109,123
+6,465
59
$3.15M 0.53%
68,050
+14,560
60
$3.15M 0.53%
33,706
+881
61
$3.12M 0.53%
23,569
+23,492
62
$3.12M 0.53%
70,358
-5,049
63
$2.86M 0.48%
13,787
+1,439
64
$2.8M 0.47%
13,478
+410
65
$2.77M 0.47%
90,322
+4,708
66
$2.59M 0.44%
48,989
+1,027
67
$2.22M 0.38%
29,235
+391
68
$2.13M 0.36%
115,500
69
$2.07M 0.35%
+166,053
70
$2.01M 0.34%
16,186
+3,046
71
$1.9M 0.32%
25,350
72
$1.77M 0.3%
5,020
+216
73
$1.75M 0.3%
21,633
+4,291
74
$1.73M 0.29%
10,695
+598
75
$1.67M 0.28%
73,753
+17,450
1 2
3
4 5