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
$286M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$7.53M
2
+$3.25M
3
+$2.94M
4
NLSN
Nielsen Holdings plc
NLSN
+$2.67M
5
FCX icon
Freeport-McMoran
FCX
+$2.56M

Top Sells

1
+$5.61M
2
+$4.77M
3
+$4.2M
4
TPR icon
Tapestry
TPR
+$2.58M
5
CBRE icon
CBRE Group
CBRE
+$2.55M

Sector Composition

1 Energy 14.22%
2 Consumer Staples 11.96%
3 Communication Services 10.19%
4 Industrials 9.68%
5 Technology 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$350K 0.12%
3,498
77
$349K 0.12%
4,000
78
$345K 0.12%
14,674
+8,590
79
$313K 0.11%
6,000
80
$312K 0.11%
11,162
81
$306K 0.11%
+12,504
82
$284K 0.1%
2,083
83
$280K 0.1%
3,400
84
$280K 0.1%
1,516
+314
85
$278K 0.1%
3,000
86
$264K 0.09%
6,593
87
$264K 0.09%
4,609
+3,514
88
$250K 0.09%
4,700
89
$244K 0.09%
11,169
90
$236K 0.08%
9,015
91
$231K 0.08%
4,847
+314
92
$224K 0.08%
1,943
93
$221K 0.08%
2,540
-48,287
94
$216K 0.08%
3,080
95
$206K 0.07%
1,647
-258
96
$193K 0.07%
2,800
97
$183K 0.06%
1,881
-675
98
$164K 0.06%
4,000
99
$162K 0.06%
2,024
100
$161K 0.06%
3,516
2 3
4
5 6