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
$391M
AUM Growth
-$2.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$1.91M
3
+$1.87M
4
AON icon
Aon
AON
+$1.86M
5
NEE icon
NextEra Energy
NEE
+$1.47M

Top Sells

1
+$5.37M
2
+$4.57M
3
+$3.46M
4
BK icon
Bank of New York Mellon
BK
+$3.29M
5
AGN
Allergan plc
AGN
+$2.74M

Sector Composition

1 Industrials 14.95%
2 Healthcare 14.6%
3 Consumer Staples 13.34%
4 Financials 8.89%
5 Communication Services 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$292K 0.07%
12,581
+1,500
102
$285K 0.07%
10,260
103
$272K 0.07%
2,596
+100
104
$268K 0.07%
9,600
105
$267K 0.07%
8,273
+549
106
$260K 0.07%
7,386
-12,149
107
$250K 0.06%
2,200
-20,347
108
$248K 0.06%
2,155
109
$243K 0.06%
1,905
110
$241K 0.06%
4,485
+1,025
111
$225K 0.06%
2,545
+300
112
$220K 0.06%
7,675
+960
113
$209K 0.05%
9,662
114
$206K 0.05%
4,000
115
$204K 0.05%
2,542
116
$197K 0.05%
4,600
+2,000
117
$195K 0.05%
6,770
+4,300
118
$193K 0.05%
9,500
119
$191K 0.05%
1,306
120
$183K 0.05%
983
-59
121
$182K 0.05%
3,000
122
$182K 0.05%
2,296
123
$177K 0.05%
5,719
124
$174K 0.04%
12,500
125
$173K 0.04%
4,330
+3,130
3 4
5
6 7