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
$675M
AUM Growth
+$86.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$2.87M
3
+$2.72M
4
AAPL icon
Apple
AAPL
+$2.43M
5
AMZN icon
Amazon
AMZN
+$1.87M

Top Sells

1
+$852K
2
+$680K
3
+$513K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$340K
5
CL icon
Colgate-Palmolive
CL
+$237K

Sector Composition

1 Technology 16.53%
2 Industrials 12.17%
3 Financials 11.87%
4 Healthcare 11.39%
5 Communication Services 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.61M 0.68%
57,187
+35,554
52
$4.42M 0.65%
13
-1
53
$4.39M 0.65%
115,500
54
$4.33M 0.64%
46,752
+1,255
55
$4.31M 0.64%
104,640
-265
56
$4.2M 0.62%
27,518
+3,949
57
$4.13M 0.61%
43,401
+1,321
58
$3.7M 0.55%
62,297
+13,308
59
$3.67M 0.54%
173,288
+13,080
60
$3.65M 0.54%
34,386
+680
61
$3.63M 0.54%
75,959
+5,601
62
$3.61M 0.53%
65,183
-3,617
63
$3.6M 0.53%
105,281
+14,959
64
$3.38M 0.5%
72,650
+4,600
65
$3.31M 0.49%
111,157
+2,034
66
$3.24M 0.48%
17,064
+3,277
67
$3.16M 0.47%
13,948
+470
68
$2.97M 0.44%
116,781
69
$2.58M 0.38%
30,324
+1,089
70
$2.27M 0.34%
166,053
71
$2.04M 0.3%
25,350
72
$1.98M 0.29%
5,266
+246
73
$1.95M 0.29%
15,632
-554
74
$1.93M 0.28%
11,312
+617
75
$1.91M 0.28%
42,849
+2,670
1 2
3
4 5