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
$379M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.38M
3
+$2.12M
4
KMB icon
Kimberly-Clark
KMB
+$1.96M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.81M

Top Sells

1
+$8.19M
2
+$5.51M
3
+$4.27M
4
PARA
Paramount Global Class B
PARA
+$3.28M
5
NWL icon
Newell Brands
NWL
+$1.38M

Sector Composition

1 Industrials 15.31%
2 Consumer Staples 14.38%
3 Healthcare 13.81%
4 Technology 7.96%
5 Communication Services 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$766K 0.2%
20,450
77
$719K 0.19%
26,750
-3,096
78
$695K 0.18%
5,852
+5,452
79
$672K 0.18%
17,280
-2,000
80
$654K 0.17%
25,113
-5,505
81
$650K 0.17%
28,100
+1,771
82
$569K 0.15%
5,147
-579
83
$545K 0.14%
7,699
+365
84
$469K 0.12%
38,700
85
$462K 0.12%
15,611
86
$453K 0.12%
6,282
+5,582
87
$436K 0.12%
9,847
-14,474
88
$402K 0.11%
15,595
+950
89
$400K 0.11%
11,324
90
$396K 0.1%
1,832
-71
91
$396K 0.1%
7,900
92
$386K 0.1%
47,628
-44,066
93
$366K 0.1%
4,000
94
$355K 0.09%
6,575
95
$354K 0.09%
3,156
-642
96
$314K 0.08%
8,596
+6,900
97
$305K 0.08%
+8,000
98
$304K 0.08%
15,950
99
$300K 0.08%
9,600
100
$297K 0.08%
9,663
+1
2 3
4
5 6