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
$391M
AUM Growth
-$2.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$1.91M
3
+$1.87M
4
AON icon
Aon
AON
+$1.86M
5
NEE icon
NextEra Energy
NEE
+$1.47M

Top Sells

1
+$5.37M
2
+$4.57M
3
+$3.46M
4
BK icon
Bank of New York Mellon
BK
+$3.29M
5
AGN
Allergan plc
AGN
+$2.74M

Sector Composition

1 Industrials 14.95%
2 Healthcare 14.6%
3 Consumer Staples 13.34%
4 Financials 8.89%
5 Communication Services 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$784K 0.2%
25,583
77
$754K 0.19%
29,846
-1,140
78
$703K 0.18%
+20,450
79
$693K 0.18%
30,618
-2,871
80
$667K 0.17%
19,280
+7,280
81
$581K 0.15%
12,420
+2,930
82
$557K 0.14%
7,334
+1,680
83
$540K 0.14%
5,726
84
$493K 0.13%
26,329
+6
85
$484K 0.12%
6,575
86
$466K 0.12%
15,611
87
$457K 0.12%
38,700
+13,000
88
$410K 0.11%
3,798
-1,815
89
$399K 0.1%
1,903
+27
90
$386K 0.1%
11,324
91
$386K 0.1%
7,900
+3,205
92
$377K 0.1%
6,074
+300
93
$372K 0.1%
9,566
-84,476
94
$361K 0.09%
13,914
-1,500
95
$360K 0.09%
14,645
+1,400
96
$344K 0.09%
2,433
+102
97
$311K 0.08%
15,950
98
$305K 0.08%
3,550
+300
99
$300K 0.08%
4,000
100
$299K 0.08%
6,854
2 3
4
5 6