KPCM
Kings Point Capital Management Portfolio holdings
AUM
$1.15B
1-Year Return
14.71%
This Quarter Return
+2.95%
1 Year Return
+14.71%
3 Year Return
+79.91%
5 Year Return
+128.41%
10 Year Return
–
AUM
$398M
AUM Growth
+$28.1M
(+7.6%)
Cap. Flow
+$18.9M
Cap. Flow
% of AUM
4.74%
Top 10 Holdings %
Top 10 Hldgs %
28.35%
Holding
395
New
52
Increased
101
Reduced
38
Closed
37
Top Buys
| 1 |
WPZ
Williams Partners L.P.
WPZ
|
$3.59M |
| 2 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
$2.96M |
| 3 |
Las Vegas Sands
LVS
|
$2.92M |
| 4 |
GE Aerospace
GE
|
$1.15M |
| 5 |
UN
Unilever NV New York Registry Shares
UN
|
$1.1M |
Top Sells
| 1 |
WPZ
WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT
WPZ
|
$3.3M |
| 2 |
Apple
AAPL
|
$2.92M |
| 3 |
Regions Financial
RF
|
$655K |
| 4 |
JAH
JARDEN CORPORATION
JAH
|
$590K |
| 5 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$533K |
Sector Composition
| 1 | Industrials | 12.29% |
| 2 | Energy | 11.53% |
| 3 | Healthcare | 10.28% |
| 4 | Consumer Staples | 9.48% |
| 5 | Consumer Discretionary | 9.14% |
