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
$430M
AUM Growth
+$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$2.96M
3
+$2.83M
4
BDX icon
Becton Dickinson
BDX
+$2.69M
5
IRM icon
Iron Mountain
IRM
+$2.36M

Top Sells

1
+$7.39M
2
+$6.38M
3
+$3.35M
4
BAH icon
Booz Allen Hamilton
BAH
+$3.34M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.8M

Sector Composition

1 Industrials 13.63%
2 Financials 11.73%
3 Healthcare 11.57%
4 Consumer Staples 11.49%
5 Technology 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$300K 0.07%
10,260
127
$268K 0.06%
1,209
-448
128
$260K 0.06%
2,000
129
$255K 0.06%
3,050
130
$247K 0.06%
1,418
+47
131
$246K 0.06%
11,729
+4
132
$241K 0.06%
7,535
133
$237K 0.06%
4,960
+475
134
$228K 0.05%
1,486
135
$225K 0.05%
4,500
136
$224K 0.05%
1,658
137
$207K 0.05%
1,406
+155
138
$205K 0.05%
2,542
-116
139
$200K 0.05%
3,530
140
$193K 0.04%
3,785
141
$192K 0.04%
2,699
-3,000
142
$188K 0.04%
2,000
-1,000
143
$185K 0.04%
4,000
144
$184K 0.04%
3,516
145
$180K 0.04%
5,741
-127
146
$177K 0.04%
1,919
147
$176K 0.04%
8,642
+2,487
148
$175K 0.04%
3,200
+476
149
$174K 0.04%
9,250
150
$173K 0.04%
711
+197
4 5
6
7 8