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
$393M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$4.64M
3
+$4.22M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.16M
5
PAYX icon
Paychex
PAYX
+$1.26M

Top Sells

1
+$10.4M
2
+$4.67M
3
+$3.51M
4
COP icon
ConocoPhillips
COP
+$3.26M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$2.08M

Sector Composition

1 Healthcare 16.92%
2 Industrials 15.15%
3 Consumer Staples 13.18%
4 Financials 9.46%
5 Communication Services 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$96K 0.02%
1,050
-91
152
$95K 0.02%
3,961
153
$94K 0.02%
998
154
$89K 0.02%
2,900
155
$85K 0.02%
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-2
156
$84K 0.02%
248
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157
$79K 0.02%
1,236
158
$78K 0.02%
1,268
+12
159
$77K 0.02%
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160
$77K 0.02%
9,600
-8,000
161
$73K 0.02%
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162
$72K 0.02%
2,600
163
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164
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165
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166
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167
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169
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170
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171
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172
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173
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174
$60K 0.02%
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175
$56K 0.01%
545
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7
8 9