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
$333M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$3M
3
+$2.92M
4
JAH
JARDEN CORPORATION
JAH
+$1.7M
5
MDT icon
Medtronic
MDT
+$1.28M

Top Sells

1
+$6.02M
2
+$4.6M
3
+$2.72M
4
HELE icon
Helen of Troy
HELE
+$1.74M
5
RHT
Red Hat Inc
RHT
+$1.32M

Sector Composition

1 Energy 13.41%
2 Consumer Staples 10.71%
3 Industrials 10.61%
4 Communication Services 9.53%
5 Healthcare 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$57K 0.02%
5,410
+1,300
177
$57K 0.02%
+681
178
$56K 0.02%
5,000
179
$54K 0.02%
2,300
+300
180
$53K 0.02%
3,234
181
$51K 0.02%
589
182
$51K 0.02%
698
183
$48K 0.01%
900
184
$48K 0.01%
586
+279
185
$47K 0.01%
1,095
186
$47K 0.01%
763
-830
187
$46K 0.01%
1,054
+36
188
$45K 0.01%
854
189
$45K 0.01%
+2,278
190
$45K 0.01%
1,000
191
$45K 0.01%
1,030
+630
192
$44K 0.01%
3,000
193
$44K 0.01%
729
194
$42K 0.01%
1,000
195
$42K 0.01%
1,050
196
$41K 0.01%
1,066
+130
197
$38K 0.01%
518
198
$38K 0.01%
1,725
199
$38K 0.01%
229
200
$38K 0.01%
530
+250
6 7
8
9 10