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
$448M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$3.06M
3
+$2.92M
4
BDX icon
Becton Dickinson
BDX
+$2.77M
5
AME icon
Ametek
AME
+$2.51M

Top Sells

1
+$3.75M
2
+$3.08M
3
+$2.72M
4
KMB icon
Kimberly-Clark
KMB
+$2.65M
5
PAYX icon
Paychex
PAYX
+$1.79M

Sector Composition

1 Industrials 13.1%
2 Financials 12.22%
3 Healthcare 12.02%
4 Consumer Staples 9.94%
5 Technology 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.26M 0.28%
+11,477
77
$1.21M 0.27%
29,784
78
$1.17M 0.26%
19,985
+5,068
79
$1.16M 0.26%
65,500
80
$1.06M 0.24%
7,292
-52
81
$963K 0.21%
10,002
-3,270
82
$953K 0.21%
75,000
83
$912K 0.2%
19,020
+1,300
84
$875K 0.2%
31,759
+1,261
85
$871K 0.19%
24,292
86
$815K 0.18%
7,551
87
$804K 0.18%
18,455
+2,416
88
$761K 0.17%
41,000
89
$692K 0.15%
46,100
90
$688K 0.15%
21,252
-3,460
91
$687K 0.15%
22,737
+1
92
$667K 0.15%
17,335
-250
93
$664K 0.15%
22,128
+325
94
$656K 0.15%
504
-8
95
$649K 0.14%
5,516
-22,557
96
$641K 0.14%
12,672
97
$593K 0.13%
8,141
98
$551K 0.12%
10,278
+300
99
$506K 0.11%
11,300
100
$505K 0.11%
14,569
-247
2 3
4
5 6