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
$801M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$6.19M
3
+$4.88M
4
WSM icon
Williams-Sonoma
WSM
+$4.61M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.81M

Top Sells

1
+$5.23M
2
+$4.35M
3
+$326K
4
MCD icon
McDonald's
MCD
+$312K
5
PM icon
Philip Morris
PM
+$242K

Sector Composition

1 Technology 20.8%
2 Healthcare 11.35%
3 Financials 11.1%
4 Consumer Discretionary 9.72%
5 Industrials 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.81M 0.6%
21,190
-19,179
52
$4.66M 0.58%
130,367
+2,586
53
$4.61M 0.58%
+101,998
54
$4.54M 0.57%
63,094
+2,338
55
$4.54M 0.57%
32,663
+2,210
56
$4.34M 0.54%
275,061
+2,163
57
$3.91M 0.49%
123,233
-2,662
58
$3.85M 0.48%
20,294
+1,580
59
$3.84M 0.48%
12
60
$3.65M 0.46%
242,240
+1,795
61
$3.61M 0.45%
44,655
-703
62
$3.55M 0.44%
250,053
63
$3.48M 0.43%
77,702
64
$3.37M 0.42%
+86,169
65
$3.29M 0.41%
66,619
+1,105
66
$3.2M 0.4%
86,280
-400
67
$3.06M 0.38%
14,368
+943
68
$2.96M 0.37%
10,640
+4,775
69
$2.93M 0.37%
237,693
+33,592
70
$2.86M 0.36%
69,090
-3,267
71
$2.6M 0.32%
17,722
+3,649
72
$2.53M 0.32%
34,460
+5,100
73
$2.48M 0.31%
8,920
-14
74
$2.21M 0.28%
11,036
+1,812
75
$1.94M 0.24%
25,814
-3,229
1 2
3
4 5