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
$260M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$1.99M
3
+$1.81M
4
PM icon
Philip Morris
PM
+$1.58M
5
YHOO
Yahoo Inc
YHOO
+$1.49M

Top Sells

1
+$5.02M
2
+$4.54M
3
+$1.33M
4
SBH icon
Sally Beauty Holdings
SBH
+$1.29M
5
BX icon
Blackstone
BX
+$1.05M

Sector Composition

1 Energy 14.55%
2 Consumer Staples 13.15%
3 Consumer Discretionary 9.38%
4 Real Estate 9.06%
5 Technology 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$50K 0.02%
650
177
$47K 0.02%
2,226
178
$47K 0.02%
900
179
$46K 0.02%
821
+4
180
$45K 0.02%
2,000
181
$44K 0.02%
2,249
182
$44K 0.02%
589
183
$43K 0.02%
1,354
184
$43K 0.02%
1,000
185
$42K 0.02%
545
186
$42K 0.02%
1,566
187
$42K 0.02%
2,000
-1,500
188
$41K 0.02%
1,136
-600
189
$41K 0.02%
3,000
190
$40K 0.02%
1,000
191
$40K 0.02%
698
192
$38K 0.01%
810
193
$38K 0.01%
627
194
$37K 0.01%
500
195
$37K 0.01%
968
196
$36K 0.01%
229
197
$35K 0.01%
518
198
$35K 0.01%
1,500
199
$35K 0.01%
857
-111,067
200
$35K 0.01%
761
6 7
8
9 10