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
$427M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.62M
3
+$4.27M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.56M
5
ITW icon
Illinois Tool Works
ITW
+$2.93M

Top Sells

1
+$5.11M
2
+$4.59M
3
+$4.19M
4
GS icon
Goldman Sachs
GS
+$3.87M
5
BMY icon
Bristol-Myers Squibb
BMY
+$3.67M

Sector Composition

1 Industrials 14.63%
2 Consumer Staples 10.9%
3 Financials 10.88%
4 Healthcare 10.5%
5 Technology 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$148K 0.03%
2,725
-67,533
152
$145K 0.03%
1,800
153
$145K 0.03%
2,724
154
$143K 0.03%
2,081
155
$142K 0.03%
3,613
156
$137K 0.03%
+3,540
157
$135K 0.03%
2,310
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158
$129K 0.03%
873
-264
159
$122K 0.03%
514
160
$122K 0.03%
+4,320
161
$115K 0.03%
949
162
$115K 0.03%
900
163
$113K 0.03%
687
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164
$111K 0.03%
570
165
$110K 0.03%
1,500
166
$110K 0.03%
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167
$109K 0.03%
457
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168
$106K 0.02%
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169
$105K 0.02%
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170
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171
$103K 0.02%
871
172
$103K 0.02%
2,800
173
$102K 0.02%
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174
$102K 0.02%
4,800
175
$101K 0.02%
+1,170
5 6
7
8 9