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
$380M
AUM Growth
-$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$3.31M
3
+$3.17M
4
HBI icon
Hanesbrands
HBI
+$1.91M
5
BA icon
Boeing
BA
+$1.23M

Top Sells

1
+$8.66M
2
+$3.86M
3
+$1.77M
4
MNK
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
+$1.41M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$1.01M

Sector Composition

1 Healthcare 15.18%
2 Industrials 13.14%
3 Consumer Staples 10.48%
4 Energy 9.25%
5 Technology 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$136K 0.04%
+10,000
152
$134K 0.04%
4,600
153
$132K 0.03%
1,053
+528
154
$128K 0.03%
+9,435
155
$127K 0.03%
4,000
+338
156
$122K 0.03%
1,500
157
$122K 0.03%
1,992
158
$120K 0.03%
1,800
159
$118K 0.03%
1,600
160
$113K 0.03%
2,849
161
$112K 0.03%
1,974
162
$112K 0.03%
1,141
+14
163
$112K 0.03%
1,186
-525
164
$111K 0.03%
2,600
165
$110K 0.03%
1,012
+6
166
$110K 0.03%
1,323
167
$108K 0.03%
6,521
168
$107K 0.03%
3,556
+2,316
169
$103K 0.03%
3,925
+1,025
170
$101K 0.03%
728
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171
$101K 0.03%
871
172
$100K 0.03%
1,749
173
$99K 0.03%
6,958
+4,151
174
$99K 0.03%
513
-99
175
$98K 0.03%
2,500
5 6
7
8 9