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
$391M
AUM Growth
-$2.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$1.91M
3
+$1.87M
4
AON icon
Aon
AON
+$1.86M
5
NEE icon
NextEra Energy
NEE
+$1.47M

Top Sells

1
+$5.37M
2
+$4.57M
3
+$3.46M
4
BK icon
Bank of New York Mellon
BK
+$3.29M
5
AGN
Allergan plc
AGN
+$2.74M

Sector Composition

1 Industrials 14.95%
2 Healthcare 14.6%
3 Consumer Staples 13.34%
4 Financials 8.89%
5 Communication Services 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$164K 0.04%
1,919
127
$161K 0.04%
3,080
128
$159K 0.04%
4,600
129
$156K 0.04%
1,800
130
$149K 0.04%
950
-450
131
$147K 0.04%
1,386
+200
132
$147K 0.04%
2,572
133
$145K 0.04%
+600
134
$135K 0.03%
1,180
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135
$133K 0.03%
3,516
136
$132K 0.03%
870
137
$130K 0.03%
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138
$129K 0.03%
+3,370
139
$129K 0.03%
1,600
140
$127K 0.03%
1,500
141
$118K 0.03%
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142
$114K 0.03%
6,418
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143
$112K 0.03%
1,000
144
$111K 0.03%
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145
$110K 0.03%
3,564
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146
$110K 0.03%
1,323
147
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900
148
$109K 0.03%
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149
$108K 0.03%
513
150
$107K 0.03%
871
4 5
6
7 8