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
$333M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$3M
3
+$2.92M
4
JAH
JARDEN CORPORATION
JAH
+$1.7M
5
MDT icon
Medtronic
MDT
+$1.28M

Top Sells

1
+$6.02M
2
+$4.6M
3
+$2.72M
4
HELE icon
Helen of Troy
HELE
+$1.74M
5
RHT
Red Hat Inc
RHT
+$1.32M

Sector Composition

1 Energy 13.41%
2 Consumer Staples 10.71%
3 Industrials 10.61%
4 Communication Services 9.53%
5 Healthcare 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$81K 0.02%
2,180
+180
152
$79K 0.02%
1,000
+150
153
$76K 0.02%
690
154
$75K 0.02%
900
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155
$72K 0.02%
1,236
156
$71K 0.02%
1,588
157
$71K 0.02%
1,500
158
$68K 0.02%
1,183
159
$68K 0.02%
1,874
160
$68K 0.02%
2,800
161
$67K 0.02%
2,700
+1,200
162
$67K 0.02%
646
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163
$67K 0.02%
2,066
+500
164
$67K 0.02%
650
165
$65K 0.02%
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166
$65K 0.02%
1,911
167
$65K 0.02%
2,000
168
$64K 0.02%
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169
$62K 0.02%
1,000
170
$61K 0.02%
2,277
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171
$61K 0.02%
1,043
172
$60K 0.02%
1,674
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173
$60K 0.02%
450
+182
174
$59K 0.02%
600
175
$58K 0.02%
1,833
5 6
7
8 9