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
$246M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$9.63M
3
+$7.66M
4
STWD icon
Starwood Property Trust
STWD
+$7.62M
5
JAH
JARDEN CORPORATION
JAH
+$7.1M

Top Sells

No sells this quarter

Sector Composition

1 Energy 13.78%
2 Consumer Staples 13.14%
3 Consumer Discretionary 12.26%
4 Real Estate 9.02%
5 Industrials 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$343K 0.14%
+4,152
77
$343K 0.14%
+10,557
78
$336K 0.14%
+7,000
79
$331K 0.13%
+8,500
80
$330K 0.13%
+4,125
81
$324K 0.13%
+11,000
82
$320K 0.13%
+3,435
83
$314K 0.13%
+4,050
84
$308K 0.13%
+5,654
85
$291K 0.12%
+4,000
86
$274K 0.11%
+13,120
87
$263K 0.11%
+7,600
88
$251K 0.1%
+11,169
89
$250K 0.1%
+2,521
90
$245K 0.1%
+11,162
91
$236K 0.1%
+90,000
92
$225K 0.09%
+1,905
93
$224K 0.09%
+9,015
94
$219K 0.09%
+3,000
95
$213K 0.09%
+2,083
96
$211K 0.09%
+5,091
97
$206K 0.08%
+4,660
98
$206K 0.08%
+172,700
99
$206K 0.08%
+11,822
100
$193K 0.08%
+1,202
2 3
4
5 6