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
$393M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$4.64M
3
+$4.22M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.16M
5
PAYX icon
Paychex
PAYX
+$1.26M

Top Sells

1
+$10.4M
2
+$4.67M
3
+$3.51M
4
COP icon
ConocoPhillips
COP
+$3.26M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$2.08M

Sector Composition

1 Healthcare 16.92%
2 Industrials 15.15%
3 Consumer Staples 13.18%
4 Financials 9.46%
5 Communication Services 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$155K 0.04%
9,662
127
$154K 0.04%
2,572
128
$142K 0.04%
870
-160
129
$136K 0.03%
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130
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131
$132K 0.03%
1,316
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132
$131K 0.03%
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133
$126K 0.03%
1,600
134
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135
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136
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137
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138
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139
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140
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141
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142
$107K 0.03%
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143
$106K 0.03%
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144
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145
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146
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147
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148
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149
$100K 0.03%
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150
$97K 0.02%
1,273
4 5
6
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