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
$393M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$4.64M
3
+$4.22M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.16M
5
PAYX icon
Paychex
PAYX
+$1.26M

Top Sells

1
+$10.4M
2
+$4.67M
3
+$3.51M
4
COP icon
ConocoPhillips
COP
+$3.26M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$2.08M

Sector Composition

1 Healthcare 16.92%
2 Industrials 15.15%
3 Consumer Staples 13.18%
4 Financials 9.46%
5 Communication Services 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$744K 0.19%
31,518
-26,203
77
$718K 0.18%
33,489
-5,882
78
$676K 0.17%
19,535
-1,256
79
$628K 0.16%
25,583
+101
80
$573K 0.15%
28,001
-2,453
81
$567K 0.14%
5,726
-5,465
82
$562K 0.14%
5,613
-914
83
$470K 0.12%
26,323
-3,019
84
$447K 0.11%
12,000
+440
85
$441K 0.11%
9,490
+3,025
86
$420K 0.11%
6,575
-123
87
$420K 0.11%
9,198
+35
88
$396K 0.1%
15,611
89
$389K 0.1%
5,654
90
$386K 0.1%
15,414
91
$386K 0.1%
1,876
+4
92
$350K 0.09%
5,662
93
$342K 0.09%
5,774
-4,675
94
$336K 0.09%
15,950
95
$327K 0.08%
13,245
+1,200
96
$322K 0.08%
4,000
97
$300K 0.08%
2,331
98
$285K 0.07%
10,260
99
$278K 0.07%
9,000
+2,000
100
$276K 0.07%
6,854
-81,006
2 3
4
5 6