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
$507M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$2.79M
3
+$2.71M
4
UN
Unilever NV New York Registry Shares
UN
+$2.67M
5
MS icon
Morgan Stanley
MS
+$1.74M

Top Sells

1
+$5.71M
2
+$4.49M
3
+$3.17M
4
CADE icon
Cadence Bank
CADE
+$2.98M
5
PAYX icon
Paychex
PAYX
+$2.69M

Sector Composition

1 Financials 13.94%
2 Industrials 12.16%
3 Technology 12.14%
4 Healthcare 10.78%
5 Consumer Discretionary 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.67M 0.33%
75,984
77
$1.67M 0.33%
72,842
-5,377
78
$1.66M 0.33%
39,412
+1,126
79
$1.63M 0.32%
15,743
+434
80
$1.5M 0.29%
26,660
+270
81
$1.38M 0.27%
31,892
+3,004
82
$1.35M 0.27%
17,229
-1,740
83
$1.32M 0.26%
7,677
-530
84
$1.23M 0.24%
9,195
+1,958
85
$1.22M 0.24%
29,784
86
$1.19M 0.23%
21,360
+800
87
$1.19M 0.23%
17,437
-39,301
88
$1.14M 0.22%
17,027
+1,163
89
$1.09M 0.21%
25,329
+4,220
90
$1.08M 0.21%
57,514
91
$1.05M 0.21%
13,491
-40,649
92
$1.02M 0.2%
65,500
93
$983K 0.19%
75,000
94
$953K 0.19%
35,844
+2,940
95
$907K 0.18%
725
+58
96
$869K 0.17%
8,755
-165
97
$867K 0.17%
41,000
98
$828K 0.16%
14,300
-6
99
$768K 0.15%
24,326
+2
100
$763K 0.15%
46,100
2 3
4
5 6