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
$393M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$4.64M
3
+$4.22M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.16M
5
PAYX icon
Paychex
PAYX
+$1.26M

Top Sells

1
+$10.4M
2
+$4.67M
3
+$3.51M
4
COP icon
ConocoPhillips
COP
+$3.26M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$2.08M

Sector Composition

1 Healthcare 16.92%
2 Industrials 15.15%
3 Consumer Staples 13.18%
4 Financials 9.46%
5 Communication Services 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$262K 0.07%
3,250
102
$260K 0.07%
+9,600
103
$259K 0.07%
25,700
104
$254K 0.06%
1,905
-900
105
$250K 0.06%
11,081
106
$238K 0.06%
2,496
+4
107
$238K 0.06%
2,155
108
$229K 0.06%
7,724
109
$221K 0.06%
1,400
+450
110
$220K 0.06%
3,000
111
$212K 0.05%
4,695
112
$207K 0.05%
4,000
113
$195K 0.05%
2,542
+100
114
$191K 0.05%
6,715
+1,672
115
$183K 0.05%
12,500
116
$182K 0.05%
1,306
-246
117
$179K 0.05%
3,460
118
$176K 0.04%
2,245
119
$171K 0.04%
5,719
120
$169K 0.04%
2,296
121
$167K 0.04%
3,080
122
$164K 0.04%
1,042
-53
123
$157K 0.04%
1,919
-65
124
$157K 0.04%
9,500
125
$156K 0.04%
4,600
3 4
5
6 7