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
$448M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$3.06M
3
+$2.92M
4
BDX icon
Becton Dickinson
BDX
+$2.77M
5
AME icon
Ametek
AME
+$2.51M

Top Sells

1
+$3.75M
2
+$3.08M
3
+$2.72M
4
KMB icon
Kimberly-Clark
KMB
+$2.65M
5
PAYX icon
Paychex
PAYX
+$1.79M

Sector Composition

1 Industrials 13.1%
2 Financials 12.22%
3 Healthcare 12.02%
4 Consumer Staples 9.94%
5 Technology 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$500K 0.11%
+6,100
102
$490K 0.11%
16,547
-1,147
103
$486K 0.11%
19,165
+3,412
104
$482K 0.11%
4,163
-954
105
$473K 0.11%
39,900
106
$461K 0.1%
6,737
+765
107
$461K 0.1%
41,315
108
$452K 0.1%
2,646
+390
109
$450K 0.1%
9,099
-7,126
110
$439K 0.1%
4,000
111
$434K 0.1%
15,305
112
$427K 0.1%
11,413
-100,325
113
$417K 0.09%
9,598
+2,322
114
$407K 0.09%
9,600
115
$407K 0.09%
1,621
+4
116
$397K 0.09%
26,000
117
$385K 0.09%
10,583
-15,000
118
$381K 0.09%
7,813
119
$374K 0.08%
2,386
+332
120
$371K 0.08%
15,950
121
$365K 0.08%
9,972
122
$359K 0.08%
10,260
123
$355K 0.08%
7,364
124
$350K 0.08%
1,993
+575
125
$350K 0.08%
2,400
+400
3 4
5
6 7