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
$333M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$3M
3
+$2.92M
4
JAH
JARDEN CORPORATION
JAH
+$1.7M
5
MDT icon
Medtronic
MDT
+$1.28M

Top Sells

1
+$6.02M
2
+$4.6M
3
+$2.72M
4
HELE icon
Helen of Troy
HELE
+$1.74M
5
RHT
Red Hat Inc
RHT
+$1.32M

Sector Composition

1 Energy 13.41%
2 Consumer Staples 10.71%
3 Industrials 10.61%
4 Communication Services 9.53%
5 Healthcare 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$227K 0.07%
9,087
+2,322
102
$217K 0.07%
2,680
+280
103
$208K 0.06%
2,800
104
$204K 0.06%
3,080
105
$200K 0.06%
1,981
+50
106
$199K 0.06%
1,992
+1,800
107
$197K 0.06%
7,000
+1,000
108
$189K 0.06%
5,200
+1,000
109
$183K 0.06%
2,024
110
$182K 0.05%
3,361
+2,600
111
$167K 0.05%
3,685
+100
112
$163K 0.05%
4,000
113
$158K 0.05%
4,600
114
$156K 0.05%
3,917
115
$154K 0.05%
1,000
116
$151K 0.05%
3,862
+346
117
$147K 0.04%
3,000
118
$147K 0.04%
2,542
119
$147K 0.04%
791
-111
120
$141K 0.04%
1,020
+390
121
$139K 0.04%
1,809
+600
122
$133K 0.04%
2,650
123
$129K 0.04%
6,000
+4,000
124
$128K 0.04%
1,067
125
$127K 0.04%
8,800
3 4
5
6 7