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
$405M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$7.49M
2
+$6.8M
3
+$5.81M
4
GS icon
Goldman Sachs
GS
+$4.34M
5
AMZN icon
Amazon
AMZN
+$3.74M

Top Sells

1
+$5.08M
2
+$2.57M
3
+$2.48M
4
AGN
Allergan plc
AGN
+$2.32M
5
KMB icon
Kimberly-Clark
KMB
+$1.66M

Sector Composition

1 Industrials 14.47%
2 Healthcare 11.72%
3 Consumer Staples 11.51%
4 Financials 10.12%
5 Energy 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$221K 0.05%
4,485
127
$214K 0.05%
4,985
128
$205K 0.05%
1,371
129
$203K 0.05%
4,600
130
$196K 0.05%
2,245
-300
131
$191K 0.05%
4,000
132
$187K 0.05%
2,542
133
$186K 0.05%
3,011
-40,091
134
$184K 0.05%
7,655
135
$181K 0.04%
9,250
-250
136
$179K 0.04%
1,900
-27,276
137
$177K 0.04%
3,516
138
$172K 0.04%
3,080
139
$170K 0.04%
1,919
140
$166K 0.04%
12,500
141
$160K 0.04%
1,137
142
$152K 0.04%
950
143
$150K 0.04%
4,975
144
$148K 0.04%
4,110
145
$147K 0.04%
4,600
146
$138K 0.03%
2,081
147
$132K 0.03%
3,613
+2,959
148
$132K 0.03%
2,724
149
$128K 0.03%
1,800
150
$119K 0.03%
1,033
+345
4 5
6
7 8