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
$448M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$3.06M
3
+$2.92M
4
BDX icon
Becton Dickinson
BDX
+$2.77M
5
AME icon
Ametek
AME
+$2.51M

Top Sells

1
+$3.75M
2
+$3.08M
3
+$2.72M
4
KMB icon
Kimberly-Clark
KMB
+$2.65M
5
PAYX icon
Paychex
PAYX
+$1.79M

Sector Composition

1 Industrials 13.1%
2 Financials 12.22%
3 Healthcare 12.02%
4 Consumer Staples 9.94%
5 Technology 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$162K 0.04%
3,907
-74,185
152
$159K 0.04%
1,143
-263
153
$156K 0.03%
950
154
$155K 0.03%
3,000
155
$138K 0.03%
3,031
-969
156
$137K 0.03%
3,540
157
$135K 0.03%
5,110
158
$135K 0.03%
687
159
$134K 0.03%
873
160
$132K 0.03%
295
161
$132K 0.03%
1,025
162
$131K 0.03%
1,247
+704
163
$129K 0.03%
570
164
$127K 0.03%
4,320
165
$126K 0.03%
949
166
$120K 0.03%
1,311
+850
167
$118K 0.03%
700
168
$116K 0.03%
3,961
169
$116K 0.03%
4,800
170
$109K 0.02%
1,500
171
$109K 0.02%
771
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172
$108K 0.02%
1,170
173
$107K 0.02%
+1,921
174
$106K 0.02%
2,000
175
$105K 0.02%
715
5 6
7
8 9