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
$507M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$2.79M
3
+$2.71M
4
UN
Unilever NV New York Registry Shares
UN
+$2.67M
5
MS icon
Morgan Stanley
MS
+$1.74M

Top Sells

1
+$5.71M
2
+$4.49M
3
+$3.17M
4
CADE icon
Cadence Bank
CADE
+$2.98M
5
PAYX icon
Paychex
PAYX
+$2.69M

Sector Composition

1 Financials 13.94%
2 Industrials 12.16%
3 Technology 12.14%
4 Healthcare 10.78%
5 Consumer Discretionary 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$716K 0.14%
17,616
-7,636
102
$712K 0.14%
12,672
103
$643K 0.13%
14,973
-199
104
$610K 0.12%
5,535
-2,259
105
$595K 0.12%
2,192
+7
106
$562K 0.11%
20,730
+2,175
107
$536K 0.11%
2,758
+8
108
$518K 0.1%
9,600
109
$515K 0.1%
4,891
-350
110
$508K 0.1%
12,172
+800
111
$504K 0.1%
20,800
+13,032
112
$495K 0.1%
7,641
113
$493K 0.1%
20,235
-14,340
114
$490K 0.1%
17,388
-450
115
$474K 0.09%
9,431
-493
116
$472K 0.09%
40,660
+4,600
117
$466K 0.09%
10,583
118
$463K 0.09%
4,000
119
$430K 0.08%
15,305
120
$430K 0.08%
5,192
-28,502
121
$424K 0.08%
10,426
122
$422K 0.08%
8,430
123
$411K 0.08%
15,950
124
$410K 0.08%
2,502
125
$394K 0.08%
5,616
3 4
5
6 7