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
$801M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$6.19M
3
+$4.88M
4
WSM icon
Williams-Sonoma
WSM
+$4.61M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.81M

Top Sells

1
+$5.23M
2
+$4.35M
3
+$326K
4
MCD icon
McDonald's
MCD
+$312K
5
PM icon
Philip Morris
PM
+$242K

Sector Composition

1 Technology 20.8%
2 Healthcare 11.35%
3 Financials 11.1%
4 Consumer Discretionary 9.72%
5 Industrials 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.91M 0.24%
51,849
+10,797
77
$1.89M 0.24%
348,756
-30,132
78
$1.79M 0.22%
17,520
+5,170
79
$1.73M 0.22%
39,983
-2,290
80
$1.72M 0.22%
29,972
+4,102
81
$1.72M 0.21%
5,080
-59
82
$1.66M 0.21%
4,953
-268
83
$1.62M 0.2%
94,500
84
$1.59M 0.2%
10,654
+2,370
85
$1.48M 0.18%
10,506
86
$1.42M 0.18%
11,024
+34
87
$1.4M 0.17%
12,830
-327
88
$1.34M 0.17%
21,900
89
$1.31M 0.16%
16,405
-302
90
$1.25M 0.16%
57,327
-2,000
91
$1.2M 0.15%
20,165
+3,302
92
$1.18M 0.15%
5,998
-76
93
$1.13M 0.14%
29,359
-2,714
94
$1.13M 0.14%
71,560
95
$1.09M 0.14%
13,817
+1,363
96
$1.09M 0.14%
6,583
97
$1.02M 0.13%
18,400
98
$1.02M 0.13%
8,748
+1,250
99
$977K 0.12%
5,195
+48
100
$976K 0.12%
20,909
2 3
4
5 6