KPCM
Kings Point Capital Management Portfolio holdings
AUM
$1.15B
This Quarter Return
+2.56%
1 Year Return
+14.71%
3 Year Return
+79.91%
5 Year Return
+128.41%
10 Year Return
–
AUM
$379M
AUM Growth
+$379M
(-3%)
Cap. Flow
-$22M
Cap. Flow
% of AUM
-5.79%
Top 10 Holdings %
Top 10 Hldgs %
27.78%
Holding
341
New
19
Increased
51
Reduced
80
Closed
40
Top Buys
| 1 |
RTN
Raytheon Company
RTN
|
$3.25M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
$2.38M |
| 3 |
Philip Morris
PM
|
$2.12M |
| 4 |
Kimberly-Clark
KMB
|
$1.96M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$1.81M |
Top Sells
| 1 |
Bank of America
BAC
|
$8.19M |
| 2 |
Moody's
MCO
|
$5.51M |
| 3 |
Vanguard FTSE Europe ETF
VGK
|
$4.27M |
| 4 |
PARA
Paramount Global Class B
PARA
|
$3.28M |
| 5 |
Newell Brands
NWL
|
$1.38M |
Sector Composition
| 1 | Industrials | 15.31% |
| 2 | Consumer Staples | 14.38% |
| 3 | Healthcare | 13.81% |
| 4 | Technology | 7.95% |
| 5 | Communication Services | 7.93% |
