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
$675M
AUM Growth
+$86.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$2.87M
3
+$2.72M
4
AAPL icon
Apple
AAPL
+$2.43M
5
AMZN icon
Amazon
AMZN
+$1.87M

Top Sells

1
+$852K
2
+$680K
3
+$513K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$340K
5
CL icon
Colgate-Palmolive
CL
+$237K

Sector Composition

1 Technology 16.53%
2 Industrials 12.17%
3 Financials 11.87%
4 Healthcare 11.39%
5 Communication Services 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.9M 0.28%
8,951
+696
77
$1.77M 0.26%
77,453
+3,700
78
$1.71M 0.25%
5,298
+2,673
79
$1.68M 0.25%
33,614
+1,070
80
$1.63M 0.24%
24,440
+2,000
81
$1.58M 0.23%
8,430
+102
82
$1.53M 0.23%
17,937
-175
83
$1.41M 0.21%
25,552
+1,267
84
$1.32M 0.19%
10,588
+1,400
85
$1.3M 0.19%
42,763
86
$1.22M 0.18%
28,773
-2,934
87
$1.19M 0.18%
5,445
+2,939
88
$1.15M 0.17%
7,885
-3,515
89
$1.11M 0.16%
6,166
90
$1.07M 0.16%
72,272
91
$1.07M 0.16%
12,722
+2,356
92
$1.02M 0.15%
4,964
+2,100
93
$1M 0.15%
16,371
+1,164
94
$948K 0.14%
10,922
+332
95
$897K 0.13%
41,106
-3,123
96
$882K 0.13%
12,695
+1,820
97
$863K 0.13%
61,925
+2,175
98
$853K 0.13%
17,616
99
$832K 0.12%
141,520
+37,720
100
$806K 0.12%
6,583
2 3
4
5 6