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
$405M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$7.49M
2
+$6.8M
3
+$5.81M
4
GS icon
Goldman Sachs
GS
+$4.34M
5
AMZN icon
Amazon
AMZN
+$3.74M

Top Sells

1
+$5.08M
2
+$2.57M
3
+$2.48M
4
AGN
Allergan plc
AGN
+$2.32M
5
KMB icon
Kimberly-Clark
KMB
+$1.66M

Sector Composition

1 Industrials 14.47%
2 Healthcare 11.72%
3 Consumer Staples 11.51%
4 Financials 10.12%
5 Energy 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$119K 0.03%
2,900
152
$116K 0.03%
728
153
$116K 0.03%
514
154
$116K 0.03%
1,000
155
$113K 0.03%
6,418
156
$112K 0.03%
900
157
$109K 0.03%
1,500
158
$109K 0.03%
1,323
159
$106K 0.03%
570
160
$106K 0.03%
949
161
$105K 0.03%
1,885
-115
162
$102K 0.03%
3,961
163
$102K 0.03%
871
164
$98K 0.02%
1,500
165
$96K 0.02%
700
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166
$95K 0.02%
2,000
167
$95K 0.02%
+3,000
168
$93K 0.02%
+2,500
169
$91K 0.02%
4,800
+4,000
170
$91K 0.02%
1,500
171
$90K 0.02%
2,800
172
$89K 0.02%
1,236
173
$87K 0.02%
3,541
-23
174
$86K 0.02%
537
175
$85K 0.02%
1,013
5 6
7
8 9