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
$286M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$7.53M
2
+$3.25M
3
+$2.94M
4
NLSN
Nielsen Holdings plc
NLSN
+$2.67M
5
FCX icon
Freeport-McMoran
FCX
+$2.56M

Top Sells

1
+$5.61M
2
+$4.77M
3
+$4.2M
4
TPR icon
Tapestry
TPR
+$2.58M
5
CBRE icon
CBRE Group
CBRE
+$2.55M

Sector Composition

1 Energy 14.22%
2 Consumer Staples 11.96%
3 Communication Services 10.19%
4 Industrials 9.68%
5 Technology 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$65K 0.02%
926
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152
$63K 0.02%
2,800
153
$63K 0.02%
850
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155
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156
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$60K 0.02%
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163
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