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
$413M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$4.13M
3
+$1.67M
4
MNK
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
+$1.39M
5
STWD icon
Starwood Property Trust
STWD
+$1.04M

Top Sells

1
+$7.76M
2
+$1.27M
3
+$1.09M
4
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$637K
5
BAX icon
Baxter International
BAX
+$462K

Sector Composition

1 Healthcare 13.04%
2 Industrials 11.91%
3 Energy 11.36%
4 Consumer Staples 9.5%
5 Consumer Discretionary 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$132K 0.03%
1,127
-68
152
$128K 0.03%
1,600
153
$127K 0.03%
612
-541
154
$126K 0.03%
1,250
155
$126K 0.03%
+2,600
156
$125K 0.03%
1,800
-111,678
157
$122K 0.03%
1,974
158
$120K 0.03%
9,781
159
$119K 0.03%
2,650
160
$118K 0.03%
2,849
161
$115K 0.03%
900
162
$112K 0.03%
1,323
163
$109K 0.03%
10,050
164
$106K 0.03%
1,524
165
$105K 0.03%
2,500
166
$104K 0.03%
3,917
167
$101K 0.02%
871
168
$101K 0.02%
1,236
169
$98K 0.02%
1,608
170
$95K 0.02%
2,900
171
$94K 0.02%
2,470
172
$93K 0.02%
2,460
-12,209
173
$93K 0.02%
998
174
$88K 0.02%
1,636
175
$86K 0.02%
5,000
5 6
7
8 9