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
$430M
AUM Growth
+$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$2.96M
3
+$2.83M
4
BDX icon
Becton Dickinson
BDX
+$2.69M
5
IRM icon
Iron Mountain
IRM
+$2.36M

Top Sells

1
+$7.39M
2
+$6.38M
3
+$3.35M
4
BAH icon
Booz Allen Hamilton
BAH
+$3.34M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.8M

Sector Composition

1 Industrials 13.63%
2 Financials 11.73%
3 Healthcare 11.57%
4 Consumer Staples 11.49%
5 Technology 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.29M 0.3%
29,784
77
$1.27M 0.3%
7,486
-12,553
78
$1.25M 0.29%
13,272
-372
79
$1.11M 0.26%
48,177
+3,550
80
$1.02M 0.24%
65,500
81
$1.01M 0.24%
75,000
82
$1.01M 0.24%
7,344
+95
83
$982K 0.23%
37,400
-690
84
$831K 0.19%
24,292
85
$823K 0.19%
14,917
-400
86
$810K 0.19%
25,583
87
$805K 0.19%
17,720
88
$797K 0.19%
30,498
+11,218
89
$793K 0.18%
7,551
90
$781K 0.18%
41,000
91
$770K 0.18%
24,712
+1,362
92
$725K 0.17%
16,225
-165,420
93
$684K 0.16%
17,585
+1,806
94
$666K 0.16%
46,100
95
$664K 0.15%
22,736
-297
96
$662K 0.15%
5,117
-8,218
97
$660K 0.15%
21,803
98
$655K 0.15%
16,039
+3,595
99
$646K 0.15%
512
+29
100
$623K 0.15%
12,672
2 3
4
5 6