KPCM
Kings Point Capital Management Portfolio holdings
AUM
$1.15B
1-Year Return
14.71%
This Quarter Return
+4.98%
1 Year Return
+14.71%
3 Year Return
+79.91%
5 Year Return
+128.41%
10 Year Return
–
AUM
$403M
AUM Growth
+$23M
(+6.1%)
Cap. Flow
+$11M
Cap. Flow
% of AUM
2.73%
Top 10 Holdings %
Top 10 Hldgs %
29.4%
Holding
397
New
30
Increased
72
Reduced
57
Closed
48
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$7.17M |
| 2 |
MPLX
MPLX
|
$4.45M |
| 3 |
Perrigo
PRGO
|
$4.17M |
| 4 |
Bank of New York Mellon
BK
|
$3.55M |
| 5 |
Live Oak Bancshares
LOB
|
$3.34M |
Top Sells
| 1 |
EMC
EMC CORPORATION
EMC
|
$6.55M |
| 2 |
Lowe's Companies
LOW
|
$4.52M |
| 3 |
MWE
MARKWEST ENERGY PARTNERS, LP
MWE
|
$3.59M |
| 4 |
Kinder Morgan
KMI
|
$2.65M |
| 5 |
WPZ
Williams Partners L.P.
WPZ
|
$1.48M |
Sector Composition
| 1 | Healthcare | 16.43% |
| 2 | Industrials | 14.42% |
| 3 | Consumer Staples | 11.2% |
| 4 | Financials | 9.93% |
| 5 | Communication Services | 7.88% |
