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
$507M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$2.79M
3
+$2.71M
4
UN
Unilever NV New York Registry Shares
UN
+$2.67M
5
MS icon
Morgan Stanley
MS
+$1.74M

Top Sells

1
+$5.71M
2
+$4.49M
3
+$3.17M
4
CADE icon
Cadence Bank
CADE
+$2.98M
5
PAYX icon
Paychex
PAYX
+$2.69M

Sector Composition

1 Financials 13.94%
2 Industrials 12.16%
3 Technology 12.14%
4 Healthcare 10.78%
5 Consumer Discretionary 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$362K 0.07%
8,281
-3,020
127
$347K 0.07%
11,395
-5,824
128
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1,226
+11
129
$326K 0.06%
1,673
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130
$318K 0.06%
9,690
131
$298K 0.06%
5,139
132
$284K 0.06%
3,592
133
$276K 0.05%
14,478
+1,779
134
$270K 0.05%
1,645
135
$265K 0.05%
4,011
-380
136
$260K 0.05%
3,727
137
$254K 0.05%
17,593
138
$242K 0.05%
6,414
-908
139
$222K 0.04%
1,343
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140
$220K 0.04%
6,340
141
$198K 0.04%
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142
$197K 0.04%
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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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2,699
149
$185K 0.04%
2,214
+1,647
150
$184K 0.04%
3,540
4 5
6
7 8