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
$427M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.62M
3
+$4.27M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.56M
5
ITW icon
Illinois Tool Works
ITW
+$2.93M

Top Sells

1
+$5.11M
2
+$4.59M
3
+$4.19M
4
GS icon
Goldman Sachs
GS
+$3.87M
5
BMY icon
Bristol-Myers Squibb
BMY
+$3.67M

Sector Composition

1 Industrials 14.63%
2 Consumer Staples 10.9%
3 Financials 10.88%
4 Healthcare 10.5%
5 Technology 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$494K 0.12%
12,444
102
$493K 0.12%
26,000
103
$479K 0.11%
19,280
+425
104
$459K 0.11%
15,235
-97
105
$438K 0.1%
5,699
-2,000
106
$407K 0.1%
9,600
107
$406K 0.1%
10,300
-8,000
108
$400K 0.09%
5,722
+60
109
$394K 0.09%
7,900
110
$393K 0.09%
4,000
111
$386K 0.09%
14,255
112
$381K 0.09%
1,657
-16,837
113
$375K 0.09%
1,593
-70
114
$372K 0.09%
5,965
-5,137
115
$365K 0.09%
15,950
116
$319K 0.07%
13,530
+200
117
$315K 0.07%
7,364
118
$315K 0.07%
10,260
119
$300K 0.07%
7,813
120
$296K 0.07%
2,155
121
$286K 0.07%
3,000
122
$280K 0.07%
1,968
+935
123
$258K 0.06%
8,052
-77,236
124
$258K 0.06%
4,000
125
$256K 0.06%
1,975
+1,775
3 4
5
6 7