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
$430M
AUM Growth
+$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$2.96M
3
+$2.83M
4
BDX icon
Becton Dickinson
BDX
+$2.69M
5
IRM icon
Iron Mountain
IRM
+$2.36M

Top Sells

1
+$7.39M
2
+$6.38M
3
+$3.35M
4
BAH icon
Booz Allen Hamilton
BAH
+$3.34M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.8M

Sector Composition

1 Industrials 13.63%
2 Financials 11.73%
3 Healthcare 11.57%
4 Consumer Staples 11.49%
5 Technology 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$603K 0.14%
8,141
-48
102
$524K 0.12%
41,315
103
$518K 0.12%
9,978
104
$507K 0.12%
39,900
105
$504K 0.12%
17,694
+1,875
106
$468K 0.11%
11,300
+1,000
107
$455K 0.11%
14,816
-419
108
$440K 0.1%
26,000
109
$419K 0.1%
15,305
+1,050
110
$419K 0.1%
4,000
111
$392K 0.09%
9,600
112
$391K 0.09%
1,617
+24
113
$389K 0.09%
5,972
+7
114
$382K 0.09%
15,753
+2,223
115
$349K 0.08%
9,972
+1,920
116
$349K 0.08%
15,950
117
$347K 0.08%
7,900
118
$341K 0.08%
2,256
+288
119
$339K 0.08%
5,227
-495
120
$328K 0.08%
7,364
121
$315K 0.07%
2,054
+79
122
$314K 0.07%
4,000
123
$310K 0.07%
7,813
124
$304K 0.07%
2,155
125
$301K 0.07%
7,276
+3,663
3 4
5
6 7