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
$405M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$7.49M
2
+$6.8M
3
+$5.81M
4
GS icon
Goldman Sachs
GS
+$4.34M
5
AMZN icon
Amazon
AMZN
+$3.74M

Top Sells

1
+$5.08M
2
+$2.57M
3
+$2.48M
4
AGN
Allergan plc
AGN
+$2.32M
5
KMB icon
Kimberly-Clark
KMB
+$1.66M

Sector Composition

1 Industrials 14.47%
2 Healthcare 11.72%
3 Consumer Staples 11.51%
4 Financials 10.12%
5 Energy 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.05M 0.26%
8,962
+8,337
77
$938K 0.23%
+75,000
78
$878K 0.22%
+65,500
79
$841K 0.21%
+41,000
80
$812K 0.2%
25,583
81
$803K 0.2%
23,248
-1,790
82
$801K 0.2%
6,758
+906
83
$766K 0.19%
+7,551
84
$745K 0.18%
15,542
-10,417
85
$740K 0.18%
24,292
+23,692
86
$702K 0.17%
24,450
-2,300
87
$681K 0.17%
14,960
+14,604
88
$667K 0.16%
17,280
89
$641K 0.16%
18,300
-2,150
90
$641K 0.16%
11,102
+8,933
91
$582K 0.14%
7,699
92
$530K 0.13%
9,622
-225
93
$513K 0.13%
24,762
-3,338
94
$513K 0.13%
9,978
+8,883
95
$491K 0.12%
15,332
-279
96
$490K 0.12%
420
+203
97
$475K 0.12%
38,700
98
$445K 0.11%
12,444
+5,057
99
$434K 0.11%
+26,000
100
$426K 0.11%
5,662
2 3
4
5 6