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
$380M
AUM Growth
-$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$3.31M
3
+$3.17M
4
HBI icon
Hanesbrands
HBI
+$1.91M
5
BA icon
Boeing
BA
+$1.23M

Top Sells

1
+$8.66M
2
+$3.86M
3
+$1.77M
4
MNK
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
+$1.41M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$1.01M

Sector Composition

1 Healthcare 15.18%
2 Industrials 13.14%
3 Consumer Staples 10.48%
4 Energy 9.25%
5 Technology 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$194K 0.05%
+25,700
127
$183K 0.05%
2,519
+710
128
$175K 0.05%
5,719
129
$167K 0.04%
903
130
$163K 0.04%
6,530
131
$163K 0.04%
3,516
132
$161K 0.04%
3,231
133
$160K 0.04%
+2,266
134
$159K 0.04%
1,484
135
$158K 0.04%
2,296
+400
136
$158K 0.04%
4,000
137
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1,727
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138
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139
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3,207
+2,522
140
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-310
141
$150K 0.04%
1,856
+10
142
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1,030
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143
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144
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145
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2,572
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146
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147
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+6,670
148
$140K 0.04%
1,294
149
$137K 0.04%
950
-189
150
$136K 0.04%
3,080
4 5
6
7 8