KPCM
Kings Point Capital Management Portfolio holdings
AUM
$1.15B
This Quarter Return
+4.13%
1 Year Return
+14.71%
3 Year Return
+79.91%
5 Year Return
+128.41%
10 Year Return
–
AUM
$391M
AUM Growth
+$391M
(-0.52%)
Cap. Flow
-$10.3M
Cap. Flow
% of AUM
-2.64%
Top 10 Holdings %
Top 10 Hldgs %
28.35%
Holding
343
New
25
Increased
67
Reduced
44
Closed
21
Top Buys
| 1 |
Microsoft
MSFT
|
$3.18M |
| 2 |
Booz Allen Hamilton
BAH
|
$1.91M |
| 3 |
UN
Unilever NV New York Registry Shares
UN
|
$1.87M |
| 4 |
Aon
AON
|
$1.86M |
| 5 |
NextEra Energy, Inc.
NEE
|
$1.47M |
Top Sells
| 1 |
Apple
AAPL
|
$5.37M |
| 2 |
JAH
JARDEN CORPORATION
JAH
|
$4.57M |
| 3 |
West Pharmaceutical
WST
|
$3.46M |
| 4 |
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% |
