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
$507M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$2.79M
3
+$2.71M
4
UN
Unilever NV New York Registry Shares
UN
+$2.67M
5
MS icon
Morgan Stanley
MS
+$1.74M

Top Sells

1
+$5.71M
2
+$4.49M
3
+$3.17M
4
CADE icon
Cadence Bank
CADE
+$2.98M
5
PAYX icon
Paychex
PAYX
+$2.69M

Sector Composition

1 Financials 13.94%
2 Industrials 12.16%
3 Technology 12.14%
4 Healthcare 10.78%
5 Consumer Discretionary 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$178K 0.04%
6,135
+3,000
152
$177K 0.03%
+2,100
153
$169K 0.03%
687
154
$168K 0.03%
12,064
+1,880
155
$167K 0.03%
870
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156
$164K 0.03%
2,969
157
$162K 0.03%
732
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158
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1,075
159
$150K 0.03%
1,125
-18
160
$149K 0.03%
1,782
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161
$147K 0.03%
295
162
$147K 0.03%
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163
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164
$142K 0.03%
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165
$140K 0.03%
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166
$139K 0.03%
3,650
167
$133K 0.03%
3,000
168
$129K 0.03%
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169
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170
$121K 0.02%
660
171
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3,922
172
$117K 0.02%
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173
$116K 0.02%
873
174
$114K 0.02%
2,460
175
$112K 0.02%
5,110
5 6
7
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