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
$379M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.38M
3
+$2.12M
4
KMB icon
Kimberly-Clark
KMB
+$1.96M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.81M

Top Sells

1
+$8.19M
2
+$5.51M
3
+$4.27M
4
PARA
Paramount Global Class B
PARA
+$3.28M
5
NWL icon
Newell Brands
NWL
+$1.38M

Sector Composition

1 Industrials 15.31%
2 Consumer Staples 14.38%
3 Healthcare 13.81%
4 Technology 7.96%
5 Communication Services 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$158K 0.04%
4,975
-2,700
127
$156K 0.04%
4,110
+740
128
$156K 0.04%
1,800
129
$156K 0.04%
4,600
130
$149K 0.04%
2,081
+1,400
131
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950
132
$143K 0.04%
3,516
133
$134K 0.04%
1,600
134
$130K 0.03%
5,448
135
$128K 0.03%
1,000
136
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2,169
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137
$127K 0.03%
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138
$124K 0.03%
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139
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140
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141
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514
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142
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143
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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
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150
$104K 0.03%
900
4 5
6
7 8