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
$379M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.38M
3
+$2.12M
4
KMB icon
Kimberly-Clark
KMB
+$1.96M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.81M

Top Sells

1
+$8.19M
2
+$5.51M
3
+$4.27M
4
PARA
Paramount Global Class B
PARA
+$3.28M
5
NWL icon
Newell Brands
NWL
+$1.38M

Sector Composition

1 Industrials 15.31%
2 Consumer Staples 14.38%
3 Healthcare 13.81%
4 Technology 7.96%
5 Communication Services 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$100K 0.03%
570
-300
152
$89K 0.02%
1,500
-474
153
$88K 0.02%
688
-492
154
$87K 0.02%
2,800
155
$85K 0.02%
1,236
156
$83K 0.02%
1,050
157
$82K 0.02%
1,500
158
$80K 0.02%
2,000
-7,566
159
$80K 0.02%
1,013
-1,283
160
$79K 0.02%
1,878
161
$77K 0.02%
1,588
162
$76K 0.02%
625
163
$75K 0.02%
1,500
164
$75K 0.02%
537
-1,896
165
$74K 0.02%
203
-45
166
$74K 0.02%
1,490
-200
167
$71K 0.02%
617
+142
168
$69K 0.02%
845
169
$68K 0.02%
959
-500
170
$68K 0.02%
1,043
171
$67K 0.02%
1,018
172
$63K 0.02%
2,600
173
$58K 0.02%
214
174
$58K 0.02%
359
175
$58K 0.02%
1,000
5 6
7
8 9