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
$405M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$7.49M
2
+$6.8M
3
+$5.81M
4
GS icon
Goldman Sachs
GS
+$4.34M
5
AMZN icon
Amazon
AMZN
+$3.74M

Top Sells

1
+$5.08M
2
+$2.57M
3
+$2.48M
4
AGN
Allergan plc
AGN
+$2.32M
5
KMB icon
Kimberly-Clark
KMB
+$1.66M

Sector Composition

1 Industrials 14.47%
2 Healthcare 11.72%
3 Consumer Staples 11.51%
4 Financials 10.12%
5 Energy 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$418K 0.1%
+18,855
102
$413K 0.1%
9,600
103
$394K 0.1%
12,663
+3,000
104
$392K 0.1%
11,196
+2,600
105
$384K 0.09%
7,900
106
$378K 0.09%
15,950
107
$372K 0.09%
1,663
-169
108
$365K 0.09%
37,178
-10,450
109
$362K 0.09%
14,255
-1,340
110
$346K 0.09%
4,000
111
$336K 0.08%
3,896
112
$335K 0.08%
10,260
113
$311K 0.08%
7,364
114
$295K 0.07%
13,330
115
$291K 0.07%
2,155
116
$274K 0.07%
3,031
-2,116
117
$272K 0.07%
+7,813
118
$262K 0.06%
+4,000
119
$248K 0.06%
2,980
-61,040
120
$237K 0.06%
3,050
-500
121
$234K 0.06%
1,744
-134
122
$232K 0.06%
3,000
123
$227K 0.06%
7,866
-17,247
124
$224K 0.06%
7,535
-738
125
$223K 0.06%
1,060
-11,037
3 4
5
6 7