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
$413M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$4.13M
3
+$1.67M
4
MNK
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
+$1.39M
5
STWD icon
Starwood Property Trust
STWD
+$1.04M

Top Sells

1
+$7.76M
2
+$1.27M
3
+$1.09M
4
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$637K
5
BAX icon
Baxter International
BAX
+$462K

Sector Composition

1 Healthcare 13.04%
2 Industrials 11.91%
3 Energy 11.36%
4 Consumer Staples 9.5%
5 Consumer Discretionary 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$184K 0.04%
1,426
+120
127
$184K 0.04%
3,516
128
$180K 0.04%
4,000
129
$175K 0.04%
6,530
+990
130
$175K 0.04%
3,231
-190
131
$174K 0.04%
1,024
+150
132
$171K 0.04%
3,080
133
$171K 0.04%
7,212
-300
134
$167K 0.04%
1,484
135
$164K 0.04%
1,846
136
$163K 0.04%
1,896
137
$162K 0.04%
4,600
138
$160K 0.04%
1,711
+350
139
$158K 0.04%
1,749
140
$157K 0.04%
1,465
141
$154K 0.04%
1,139
142
$150K 0.04%
1,992
143
$150K 0.04%
1,294
144
$147K 0.04%
2,542
145
$145K 0.04%
3,460
146
$142K 0.03%
17,600
147
$136K 0.03%
1,809
148
$133K 0.03%
1,800
149
$133K 0.03%
3,662
150
$132K 0.03%
1,006
4 5
6
7 8