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
$286M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$7.53M
2
+$3.25M
3
+$2.94M
4
NLSN
Nielsen Holdings plc
NLSN
+$2.67M
5
FCX icon
Freeport-McMoran
FCX
+$2.56M

Top Sells

1
+$5.61M
2
+$4.77M
3
+$4.2M
4
TPR icon
Tapestry
TPR
+$2.58M
5
CBRE icon
CBRE Group
CBRE
+$2.55M

Sector Composition

1 Energy 14.22%
2 Consumer Staples 11.96%
3 Communication Services 10.19%
4 Industrials 9.68%
5 Technology 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$102K 0.04%
5,109
127
$101K 0.04%
858
128
$99K 0.03%
871
-200
129
$96K 0.03%
2,552
130
$95K 0.03%
1,044
131
$93K 0.03%
2,470
132
$91K 0.03%
1,013
133
$88K 0.03%
949
134
$87K 0.03%
2,500
135
$86K 0.03%
1,209
136
$83K 0.03%
6,094
137
$82K 0.03%
570
138
$82K 0.03%
652
139
$80K 0.03%
1,000
140
$78K 0.03%
1,236
141
$73K 0.03%
959
142
$72K 0.03%
5,000
143
$71K 0.02%
1,000
144
$71K 0.02%
2,000
145
$69K 0.02%
1,500
146
$68K 0.02%
1,183
147
$67K 0.02%
1,588
148
$66K 0.02%
1,150
149
$66K 0.02%
1,650
+1,250
150
$65K 0.02%
362
4 5
6
7 8