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
$333M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$3M
3
+$2.92M
4
JAH
JARDEN CORPORATION
JAH
+$1.7M
5
MDT icon
Medtronic
MDT
+$1.28M

Top Sells

1
+$6.02M
2
+$4.6M
3
+$2.72M
4
HELE icon
Helen of Troy
HELE
+$1.74M
5
RHT
Red Hat Inc
RHT
+$1.32M

Sector Composition

1 Energy 13.41%
2 Consumer Staples 10.71%
3 Industrials 10.61%
4 Communication Services 9.53%
5 Healthcare 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$475K 0.14%
5,654
77
$469K 0.14%
11,000
78
$469K 0.14%
+10,000
79
$423K 0.13%
7,345
+1,545
80
$401K 0.12%
3,756
-255
81
$378K 0.11%
+1,695
82
$372K 0.11%
9,432
83
$368K 0.11%
2,875
+41
84
$323K 0.1%
11,151
-11
85
$314K 0.09%
1,602
-49
86
$308K 0.09%
4,000
87
$308K 0.09%
+9,017
88
$307K 0.09%
3,012
-2,810
89
$301K 0.09%
3,000
90
$293K 0.09%
7,020
+1,520
91
$291K 0.09%
7,724
+4,474
92
$283K 0.09%
6,000
-189
93
$280K 0.08%
2,201
+104
94
$263K 0.08%
2,017
+70
95
$263K 0.08%
35,000
96
$260K 0.08%
11,169
97
$246K 0.07%
8,585
+6,235
98
$245K 0.07%
2,910
+467
99
$244K 0.07%
5,025
100
$233K 0.07%
1,963
+20
2 3
4
5 6