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
$260M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$1.99M
3
+$1.81M
4
PM icon
Philip Morris
PM
+$1.58M
5
YHOO
Yahoo Inc
YHOO
+$1.49M

Top Sells

1
+$5.02M
2
+$4.54M
3
+$1.33M
4
SBH icon
Sally Beauty Holdings
SBH
+$1.29M
5
BX icon
Blackstone
BX
+$1.05M

Sector Composition

1 Energy 14.55%
2 Consumer Staples 13.15%
3 Consumer Discretionary 9.38%
4 Real Estate 9.06%
5 Technology 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$319K 0.12%
5,654
77
$316K 0.12%
3,498
+63
78
$296K 0.11%
4,000
79
$291K 0.11%
6,000
-1,000
80
$265K 0.1%
11,169
81
$258K 0.1%
3,400
-650
82
$246K 0.09%
2,556
+35
83
$245K 0.09%
2,083
84
$244K 0.09%
11,162
85
$244K 0.09%
8,362
+5,550
86
$236K 0.09%
6,593
87
$231K 0.09%
1,905
88
$230K 0.09%
3,000
89
$229K 0.09%
11,822
90
$222K 0.09%
9,015
91
$218K 0.08%
4,700
+500
92
$207K 0.08%
1,943
+200
93
$206K 0.08%
4,533
+236
94
$202K 0.08%
1,202
95
$199K 0.08%
3,080
96
$192K 0.07%
4,660
97
$190K 0.07%
169,700
-3,000
98
$187K 0.07%
2,800
99
$165K 0.06%
8,847
-48,053
100
$164K 0.06%
+3,000
2 3
4
5 6