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
$448M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$3.06M
3
+$2.92M
4
BDX icon
Becton Dickinson
BDX
+$2.77M
5
AME icon
Ametek
AME
+$2.51M

Top Sells

1
+$3.75M
2
+$3.08M
3
+$2.72M
4
KMB icon
Kimberly-Clark
KMB
+$2.65M
5
PAYX icon
Paychex
PAYX
+$1.79M

Sector Composition

1 Industrials 13.1%
2 Financials 12.22%
3 Healthcare 12.02%
4 Consumer Staples 9.94%
5 Technology 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$336K 0.08%
7,900
127
$319K 0.07%
2,155
128
$315K 0.07%
5,616
+2,100
129
$305K 0.07%
4,000
130
$304K 0.07%
3,621
+571
131
$300K 0.07%
1,836
+350
132
$259K 0.06%
11,729
133
$245K 0.05%
4,105
+575
134
$239K 0.05%
1,658
135
$237K 0.05%
4,500
136
$210K 0.05%
7,535
137
$207K 0.05%
5,300
+800
138
$207K 0.05%
+3,727
139
$205K 0.05%
2,542
140
$204K 0.05%
11,142
+2,500
141
$202K 0.05%
3,175
+450
142
$201K 0.04%
846
-363
143
$199K 0.04%
2,903
-2,324
144
$192K 0.04%
2,699
145
$189K 0.04%
3,202
+2
146
$187K 0.04%
5,742
+1
147
$180K 0.04%
1,919
148
$180K 0.04%
711
149
$168K 0.04%
9,250
150
$166K 0.04%
3,385
-1,575
4 5
6
7 8