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
$379M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.38M
3
+$2.12M
4
KMB icon
Kimberly-Clark
KMB
+$1.96M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.81M

Top Sells

1
+$8.19M
2
+$5.51M
3
+$4.27M
4
PARA
Paramount Global Class B
PARA
+$3.28M
5
NWL icon
Newell Brands
NWL
+$1.38M

Sector Composition

1 Industrials 15.31%
2 Consumer Staples 14.38%
3 Healthcare 13.81%
4 Technology 7.96%
5 Communication Services 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$286K 0.08%
8,273
102
$285K 0.08%
10,260
103
$284K 0.08%
3,550
104
$278K 0.07%
7,387
+1
105
$275K 0.07%
2,674
+78
106
$268K 0.07%
2,155
107
$265K 0.07%
+217
108
$259K 0.07%
3,896
-2,178
109
$242K 0.06%
1,878
-27
110
$236K 0.06%
7,364
-6,550
111
$230K 0.06%
4,485
112
$228K 0.06%
2,545
113
$218K 0.06%
3,000
114
$217K 0.06%
7,655
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115
$209K 0.06%
13,330
-522,393
116
$209K 0.06%
4,600
117
$204K 0.05%
4,000
118
$202K 0.05%
1,371
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119
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4,985
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120
$196K 0.05%
9,500
121
$191K 0.05%
2,542
122
$190K 0.05%
1,137
+154
123
$175K 0.05%
12,500
124
$168K 0.04%
3,080
125
$164K 0.04%
1,919
3 4
5
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