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
$430M
AUM Growth
+$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$2.96M
3
+$2.83M
4
BDX icon
Becton Dickinson
BDX
+$2.69M
5
IRM icon
Iron Mountain
IRM
+$2.36M

Top Sells

1
+$7.39M
2
+$6.38M
3
+$3.35M
4
BAH icon
Booz Allen Hamilton
BAH
+$3.34M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.8M

Sector Composition

1 Industrials 13.63%
2 Financials 11.73%
3 Healthcare 11.57%
4 Consumer Staples 11.49%
5 Technology 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$172K 0.04%
4,500
+1,500
152
$166K 0.04%
2,780
-300
153
$166K 0.04%
3,000
154
$162K 0.04%
5,110
155
$152K 0.04%
2,725
156
$152K 0.04%
950
157
$144K 0.03%
873
158
$139K 0.03%
3,540
159
$139K 0.03%
8,000
+5,500
160
$136K 0.03%
1,025
-9,660
161
$135K 0.03%
2,310
162
$127K 0.03%
687
163
$125K 0.03%
295
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164
$125K 0.03%
4,320
165
$124K 0.03%
570
166
$121K 0.03%
949
167
$117K 0.03%
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168
$115K 0.03%
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169
$114K 0.03%
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170
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171
$114K 0.03%
1,170
172
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1,225
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173
$109K 0.03%
447
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174
$107K 0.02%
4,800
175
$105K 0.02%
871
5 6
7
8 9