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
$333M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$3M
3
+$2.92M
4
JAH
JARDEN CORPORATION
JAH
+$1.7M
5
MDT icon
Medtronic
MDT
+$1.28M

Top Sells

1
+$6.02M
2
+$4.6M
3
+$2.72M
4
HELE icon
Helen of Troy
HELE
+$1.74M
5
RHT
Red Hat Inc
RHT
+$1.32M

Sector Composition

1 Energy 13.41%
2 Consumer Staples 10.71%
3 Industrials 10.61%
4 Communication Services 9.53%
5 Healthcare 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$126K 0.04%
+10,000
127
$123K 0.04%
2,900
128
$122K 0.04%
3,104
+552
129
$119K 0.04%
1,013
130
$118K 0.04%
3,527
-135
131
$116K 0.03%
2,470
132
$109K 0.03%
950
133
$107K 0.03%
5,109
134
$104K 0.03%
871
135
$103K 0.03%
2,735
+235
136
$103K 0.03%
1,044
137
$101K 0.03%
6,521
+427
138
$100K 0.03%
577
+215
139
$94K 0.03%
652
140
$94K 0.03%
949
141
$93K 0.03%
1,336
+410
142
$90K 0.03%
1,051
+250
143
$90K 0.03%
2,354
+1,000
144
$89K 0.03%
1,000
145
$88K 0.03%
1,000
-287
146
$86K 0.03%
570
147
$86K 0.03%
1,462
+262
148
$86K 0.03%
1,000
149
$82K 0.02%
+1,500
150
$82K 0.02%
2,500
-2,500
4 5
6
7 8