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
$403M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$7.17M
2
+$4.45M
3
+$4.17M
4
BK icon
Bank of New York Mellon
BK
+$3.55M
5
LOB icon
Live Oak Bancshares
LOB
+$3.34M

Top Sells

1
+$6.55M
2
+$4.52M
3
+$3.59M
4
KMI icon
Kinder Morgan
KMI
+$2.65M
5
WPZ
Williams Partners L.P.
WPZ
+$1.48M

Sector Composition

1 Healthcare 16.43%
2 Industrials 14.42%
3 Consumer Staples 11.2%
4 Financials 9.93%
5 Communication Services 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$160K 0.04%
2,296
127
$158K 0.04%
5,719
128
$157K 0.04%
2,442
-1,079
129
$155K 0.04%
1,294
130
$154K 0.04%
2,572
131
$153K 0.04%
950
132
$153K 0.04%
1,030
133
$149K 0.04%
1,984
-535
134
$147K 0.04%
3,080
135
$143K 0.04%
4,600
136
$139K 0.03%
17,600
+8,000
137
$138K 0.03%
1,800
138
$137K 0.03%
5,043
-521
139
$128K 0.03%
3,207
140
$125K 0.03%
3,865
-135
141
$123K 0.03%
1,600
142
$122K 0.03%
1,974
143
$122K 0.03%
2,849
144
$119K 0.03%
1,186
145
$118K 0.03%
1,500
146
$115K 0.03%
1,141
147
$113K 0.03%
2,600
148
$110K 0.03%
1,773
-1,769
149
$108K 0.03%
9,781
150
$105K 0.03%
513
4 5
6
7 8