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
$286M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$7.53M
2
+$3.25M
3
+$2.94M
4
NLSN
Nielsen Holdings plc
NLSN
+$2.67M
5
FCX icon
Freeport-McMoran
FCX
+$2.56M

Top Sells

1
+$5.61M
2
+$4.77M
3
+$4.2M
4
TPR icon
Tapestry
TPR
+$2.58M
5
CBRE icon
CBRE Group
CBRE
+$2.55M

Sector Composition

1 Energy 14.22%
2 Consumer Staples 11.96%
3 Communication Services 10.19%
4 Industrials 9.68%
5 Technology 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$155K 0.05%
6,000
102
$154K 0.05%
1,450
103
$151K 0.05%
35,000
104
$149K 0.05%
3,000
-30,000
105
$149K 0.05%
4,600
106
$148K 0.05%
1,000
-200
107
$147K 0.05%
3,585
-1,075
108
$146K 0.05%
902
+1
109
$146K 0.05%
3,900
110
$141K 0.05%
1,000
111
$141K 0.05%
2,542
112
$138K 0.05%
3,749
113
$138K 0.05%
3,917
114
$137K 0.05%
5,000
115
$123K 0.04%
2,650
116
$122K 0.04%
1,025
117
$122K 0.04%
2,176
-46,024
118
$115K 0.04%
3,200
+600
119
$113K 0.04%
2,500
120
$113K 0.04%
8,800
121
$111K 0.04%
9,100
122
$108K 0.04%
3,250
-329
123
$104K 0.04%
10,800
+4,500
124
$103K 0.04%
1,800
125
$103K 0.04%
2,900
3 4
5
6 7