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
$391M
AUM Growth
-$2.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$1.91M
3
+$1.87M
4
AON icon
Aon
AON
+$1.86M
5
NEE icon
NextEra Energy
NEE
+$1.47M

Top Sells

1
+$5.37M
2
+$4.57M
3
+$3.46M
4
BK icon
Bank of New York Mellon
BK
+$3.29M
5
AGN
Allergan plc
AGN
+$2.74M

Sector Composition

1 Industrials 14.95%
2 Healthcare 14.6%
3 Consumer Staples 13.34%
4 Financials 8.89%
5 Communication Services 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$106K 0.03%
728
152
$106K 0.03%
2,900
153
$104K 0.03%
1,974
154
$102K 0.03%
949
155
$99K 0.03%
1,460
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156
$96K 0.02%
3,961
157
$94K 0.02%
1,273
158
$90K 0.02%
1,690
-20
159
$88K 0.02%
998
160
$88K 0.02%
1,050
161
$86K 0.02%
1,236
162
$85K 0.02%
248
163
$83K 0.02%
1,878
164
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1,500
165
$74K 0.02%
625
166
$74K 0.02%
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167
$72K 0.02%
8,250
168
$71K 0.02%
2,800
169
$70K 0.02%
2,600
170
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171
$69K 0.02%
1,256
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172
$69K 0.02%
1,696
173
$69K 0.02%
1,500
174
$65K 0.02%
1,018
175
$62K 0.02%
1,043
5 6
7
8 9