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
$413M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$4.13M
3
+$1.67M
4
MNK
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
+$1.39M
5
STWD icon
Starwood Property Trust
STWD
+$1.04M

Top Sells

1
+$7.76M
2
+$1.27M
3
+$1.09M
4
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$637K
5
BAX icon
Baxter International
BAX
+$462K

Sector Composition

1 Healthcare 13.04%
2 Industrials 11.91%
3 Energy 11.36%
4 Consumer Staples 9.5%
5 Consumer Discretionary 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$450K 0.11%
18,200
+5,200
102
$415K 0.1%
5,654
103
$378K 0.09%
10,287
+215
104
$362K 0.09%
1,759
+3
105
$355K 0.09%
6,425
-1,675
106
$352K 0.09%
11,725
+5
107
$334K 0.08%
5,025
108
$302K 0.07%
15,950
+4,781
109
$301K 0.07%
2,413
-350
110
$296K 0.07%
2,660
111
$289K 0.07%
9,432
112
$284K 0.07%
2,331
+275
113
$282K 0.07%
10,260
114
$281K 0.07%
4,000
115
$275K 0.07%
3,000
116
$261K 0.06%
10,006
+871
117
$257K 0.06%
7,724
118
$242K 0.06%
3,425
+375
119
$220K 0.05%
7,000
120
$212K 0.05%
7,000
121
$210K 0.05%
5,719
122
$209K 0.05%
2,167
+150
123
$203K 0.05%
903
124
$197K 0.05%
1,500
-524
125
$187K 0.05%
4,556
3 4
5
6 7