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
$260M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$1.99M
3
+$1.81M
4
PM icon
Philip Morris
PM
+$1.58M
5
YHOO
Yahoo Inc
YHOO
+$1.49M

Top Sells

1
+$5.02M
2
+$4.54M
3
+$1.33M
4
SBH icon
Sally Beauty Holdings
SBH
+$1.29M
5
BX icon
Blackstone
BX
+$1.05M

Sector Composition

1 Energy 14.55%
2 Consumer Staples 13.15%
3 Consumer Discretionary 9.38%
4 Real Estate 9.06%
5 Technology 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$107K 0.04%
1,729
127
$105K 0.04%
4,795
128
$99K 0.04%
5,109
-13
129
$99K 0.04%
2,900
130
$96K 0.04%
1,800
131
$94K 0.04%
1,044
132
$94K 0.04%
9,100
133
$93K 0.04%
8,800
134
$92K 0.04%
2,600
135
$91K 0.04%
2,552
136
$90K 0.03%
2,500
137
$90K 0.03%
1,013
138
$90K 0.03%
1,787
+1,000
139
$86K 0.03%
858
140
$82K 0.03%
2,470
141
$81K 0.03%
2,400
142
$80K 0.03%
6,094
143
$80K 0.03%
1,000
-3,125
144
$80K 0.03%
1,209
145
$80K 0.03%
949
-200
146
$79K 0.03%
1,236
147
$78K 0.03%
652
148
$76K 0.03%
1,000
149
$75K 0.03%
2,500
+500
150
$74K 0.03%
2,000
+761
4 5
6
7 8