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KPCM
Kings Point Capital Management Portfolio holdings
AUM
$1.15B
1-Year Est. Return
14.8%
This Fund
S&P 500
This Quarter
Est. Return
-0.91%
1 Year Est. Return
+14.8%
3 Year Est. Return
+80.11%
5 Year Est. Return
+128.67%
10 Year Est. Return
–
AUM
$246M
AUM Growth
–
Cap. Flow
+$251M
Cap. Flow
% of AUM
102.17%
Top 10 Holdings %
Top 10 Hldgs %
30.97%
Holding
262
New
262
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
CVS Health
CVS
|
+$12.4M |
| 2 |
Newell Brands
NWL
|
+$9.75M |
| 3 |
Apple
AAPL
|
+$8.32M |
| 4 |
Starwood Property Trust
STWD
|
+$8.15M |
| 5 |
JAH
JARDEN CORPORATION
JAH
|
+$7.31M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Energy | 13.78% |
| 2 | Consumer Staples | 13.14% |
| 3 | Consumer Discretionary | 12.26% |
| 4 | Real Estate | 9.02% |
| 5 | Industrials | 7.79% |
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Kings Point Capital Management's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Kings Point Capital Management, which disclosed 262 positions worth $246M. Its ten largest holdings account for 31% of the portfolio.
Its largest position is CVS Health: 213,403 shares worth $12.2M.
By sector, the portfolio is most concentrated in Energy at 14% of assets, followed by Consumer Staples and Consumer Discretionary.
- Kings Point Capital Management's largest Q2 2013 buy was CVS Health: 213,403 shares worth $12.2M.
- Kings Point Capital Management's ten largest holdings make up 31% of its $246M portfolio in Q2 2013.
- Kings Point Capital Management disclosed 262 positions in Q2 2013, its first 13F filing on record.
Based on Kings Point Capital Management's 13F filing for Q2 2013, filed 12 Aug 2013.