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
$246M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$9.63M
3
+$7.66M
4
STWD icon
Starwood Property Trust
STWD
+$7.62M
5
JAH
JARDEN CORPORATION
JAH
+$7.1M

Top Sells

No sells this quarter

Sector Composition

1 Energy 13.78%
2 Consumer Staples 13.14%
3 Consumer Discretionary 12.26%
4 Real Estate 9.02%
5 Industrials 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$108K 0.04%
+1,000
127
$108K 0.04%
+2,690
128
$107K 0.04%
+1,729
129
$106K 0.04%
+1,424
130
$104K 0.04%
+5,000
131
$104K 0.04%
+10,000
132
$104K 0.04%
+4,795
133
$104K 0.04%
+2,125
134
$104K 0.04%
+5,122
135
$103K 0.04%
+901
136
$100K 0.04%
+2,900
137
$99K 0.04%
+2,600
138
$98K 0.04%
+950
139
$96K 0.04%
+2,552
140
$96K 0.04%
+9,100
141
$94K 0.04%
+900
142
$93K 0.04%
+1,800
143
$92K 0.04%
+7,644
144
$91K 0.04%
+5,000
145
$91K 0.04%
+1,250
146
$90K 0.04%
+1,149
147
$90K 0.04%
+1,833
148
$89K 0.04%
+1,044
149
$85K 0.03%
+1,236
150
$84K 0.03%
+8,800
4 5
6
7 8