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
$427M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.62M
3
+$4.27M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.56M
5
ITW icon
Illinois Tool Works
ITW
+$2.93M

Top Sells

1
+$5.11M
2
+$4.59M
3
+$4.19M
4
GS icon
Goldman Sachs
GS
+$3.87M
5
BMY icon
Bristol-Myers Squibb
BMY
+$3.67M

Sector Composition

1 Industrials 14.63%
2 Consumer Staples 10.9%
3 Financials 10.88%
4 Healthcare 10.5%
5 Technology 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$250K 0.06%
3,050
127
$249K 0.06%
2,000
+1,000
128
$236K 0.06%
7,535
129
$229K 0.05%
11,725
+5,307
130
$223K 0.05%
4,485
131
$219K 0.05%
1,371
132
$218K 0.05%
1,486
-258
133
$215K 0.05%
4,500
-100
134
$208K 0.05%
1,251
+523
135
$206K 0.05%
2,658
+116
136
$204K 0.05%
3,785
-1,200
137
$200K 0.05%
+1,658
138
$195K 0.05%
+3,530
139
$195K 0.05%
4,000
140
$194K 0.05%
9,250
141
$184K 0.04%
3,080
142
$178K 0.04%
3,516
143
$177K 0.04%
3,000
-11
144
$175K 0.04%
1,919
145
$168K 0.04%
4,975
146
$166K 0.04%
5,110
+1,000
147
$164K 0.04%
4,600
148
$161K 0.04%
5,868
-1,998
149
$159K 0.04%
950
150
$150K 0.04%
6,155
-1,500
4 5
6
7 8